EUR/USD: The Jackson Hole Dollar Playbook
2-year Treasury yield rises 3.7bps to 4.979% (supports Fed’s higher for longer push) Dollar softens […]
China Rate Cuts Remain Short of Expectations, Focus on Jackson Hole, BRICS
The week starts with weak appetite as Chinese banks cut loan rates less than expected; […]
Weekly Economic & Financial Commentary: Economic Activity Continues to Fly High
Summary United States: Economic Activity Continues to Fly High Data on the retail and manufacturing […]
The Weekly Bottom Line: Yields Drift Higher, As Macro Narrative Shifts
U.S. Highlights The big news this week was U.S. Treasury yields reaching the highest point […]
Week Ahead – Powell’s Jackson Hole Speech Will be Must-See TV
US The main event for next week will be the Kansas City Fed’s Jackson Hole […]
Week Ahead – All Eyes on the Jackson Hole Symposium
It’s a light week in terms of economic data, with the most important releases being […]
Weekly Focus – PMIs Next Week Could Be Decisive for ECB and Fed
Over the last week, we have seen bond yields trend upwards, probably driven by a […]
US Manufacturing Accelerates
The US manufacturing sector is showing impressive expansion. The latest data from the Philadelphia Fed […]
Norges Bank to Hike 25bp Today
Market movers today Today’s main event is the Norges Bank meeting. In June, Norges Bank […]
Resilient US Retail Sales Fuel Inflation Expectations, Fed Hawks
The Americans continue spending and that’s bad news for the entire world. Announced yesterday the […]
Stocks Drop on China Jitters and as Global Bond Selloff Continues
US stocks remained heavy after a robust retail sales report sent yields higher and raised […]
Hawkish tilt evident in FOMC minutes, yet rate hike skepticism remains
The minutes from FOMC meeting on July 25-26 signal a clear division within the committee […]