Weekly Economic & Financial Commentary: Fed to Hike Next Week, but What Then?
Summary United States: Rate Sensitive Sectors Struggle as E-commerce Boosts Retail Sales The FOMC’s balancing […]
Week Ahead – Fed, ECB and BoJ Decisions Take Center Stage
Following a relatively quiet week in terms of economic data and events, the spotlight now […]
Fed Preview: July Marks the End of the Hiking Cycle
We expect the Fed to hike interest rates for the final time by 25bp in […]
July Flashlight for the FOMC Blackout Period
Summary The FOMC kept the fed funds rate unchanged in June, but the post-meeting statement […]
Dollar Nose Dived after Inflation Data, But Two Hikes Still on the Card?
Following the release of data indicating a steeper than anticipated slowdown in inflation, Dollar saw […]
Weekly Economic & Financial Commentary: Downside Inflation Surprise Probably Not Enough to Stop the Fed
Summary United States: Downside Inflation Surprise Probably Not Enough to Stop the Fed This week […]
The Weekly Bottom Line: Inflation Data Brings A Healthy Dose of Optimism
U.S. Highlights Financial markets rallied this week following a string of promising data pointing to […]
Soft Inflation, Strong Earnings Fuel Stock Rally
We are having a great week in terms of US inflation news. After Wednesday’s data […]
Dollar Staying Pressured Amid Risk-On Sentiment, Eyes on Michigan Consumer Sentiment Report
Dollar is still facing much broad-based pressure as risk-on sentiment continues to dominate the markets. […]
Cliff Notes: Confidence is Critical
Key insights from the week that was. Beginning in Australia, the Westpac-MI Consumer Sentiment survey […]
The Fever is Breaking
US inflation eased to 3%. It’s still not the 2% targeted by the Federal Reserve […]
Fed Waller: Two more 25bps hikes this year necessary
In a speech, Fed Governor Christopher Waller expressed his support for the additional tightening to […]