Weekly Economic & Financial Commentary: Fed Speak Points to Extended Pause Amid Rising Uncertainty
Summary United States: Consumer Hibernation After a solid finish to 2024, the U.S. consumer rested […]
Week Ahead – NFP and ECB to Steal the Show
NFP take center stage amid DOGE layoffs. ECB decides monetary policy after CPI data. Canada […]
Weekly Focus – Tariff Fears are Back on the Agenda
Signs of weaker economic growth in the US have hit a nerve in markets, and […]
ECB Preview: A Cut is the Easy Part
The ECB meeting next week is expected to end with yet another 25bp rate cut, […]
Stars Aligned for a Significant Risk-off Correction
Markets The stars aligned for a significant risk-off correction yesterday. First and foremost, the market […]
US Dollar Gains on Renewed Tariff Fears, Focus on PCE Data
Despite beating both revenue and earnings expectations and the forecasts for the current quarter, Nvidia […]
Trump Tariff Whammy Strikes Again
In focus today In the US, the Fed’s preferred measure for inflation, the PCE, is […]
All the Tariff Comments Changes Trading Vibes
Markets The rally in US Treasuries was briefly interrupted yesterday after the US House passed […]
Nvidia Beats, But
Nvidia continues to do an amazing job. The revenue grew 78% in Q4 compared to […]
Focus on US GDP and Fed Speak
In focus today In the US, 2nd estimate of Q4 GDP will be released in […]
Significant Deterioration of US Consumer Confidence Highlighted Current Worries
Markets Same dynamics were at play for a third session straight with US assets starting […]
ECB Minutes: No room for forward guidance as caution prevails
ECB’s January 29-30 meeting account revealed that policymakers saw a “clear case” for a 25bps […]