Mexico and Canada Dodged US Tariff Bullet at the Very Last Moment
Markets Mexico and Canada dodged the US tariff bullet at the very last moment. At […]
Fed officials stress patience on rate cuts amid tariff uncertainty
A trio of Fed officials cautioned that new broad-based tariffs could add upward pressure to […]
The Weekly Bottom Line: Tariffying
Canadian Highlights President Trump continues to threaten Canada with a 25% tariff on its U.S. […]
Weekly Economic & Financial Commentary: In Little Hurry to Cut Further
Summary United States: Economic Momentum Holding, for Now The economy ended 2024 on a solid […]
Week ahead – Nonfarm Payrolls and BoE Decision in the Spotlight
Dollar continues to be driven by tariff headlines. Nonfarm Payrolls to reshape Fed expectations. BoE […]
Weekly Focus – Uneventful Cut, Uneventful Keep
Soft US and euro area data weighed slightly on rates, which largely did not move […]
Cliff Notes: Dealing With Uncertainty
Key insights from the week that was. In Australia, the Q4 CPI printed modestly to […]
US Dollar Index (DXY) Analysis: Hawkish FOMC Pause, Trump’s Fed Criticism, and Technical Outlook
The Federal Reserve held interest rates steady and signaled a “wait and see” approach as […]
Fed Policy Meeting a Non-Event
Markets Yesterday’s Fed policy meeting was a non-event. The US central bank kept rates steady […]
AI Race Heats Up
Three of the Magnificent 7 companies – and ASML – released their Q4 earnings yesterday […]
FOMC on Hold and In No Hurry to Cut Further
Summary As universally expected, the FOMC decided at its policy meeting today to keep rates […]
Fed’s Jefferson and Daly signal no urgency for rate cuts
Fed Vice Chair Philip Jefferson reaffirmed the cautious approach to policy easing, stating that while […]