US Grows, China Slows
Economic data released in the US yesterday further fueled the hawkish Federal Reserve (Fed) bets. […]
Cliff Notes: Persistence of Underlying Inflation Continues to Trouble Policy Makers
Key insights from the week that was. The main data release for Australia this week […]
Inflation (Headline and Core) Should Reaccelerate Due to Base Effects
Markets In yesterday’s Sintra panel discussion with ECB Lagarde, Fed Powell, BoE Bailey and BoJ […]
Fed Got Greenlight for More Hikes
US and European stocks were up on Wednesday. The US chipmakers dampened appetite across the […]
All Eyes on Riksbank
Market movers today Today we expect a 25bp hike from the Riksbank. We expect the […]
Central bank leaders signal continued inflation battle
In an engaging dialogue at ECB forum, central bank leaders from across the globe hinted […]
Geopolitical Chaos, FX Intervention, and US Banks’ Stress Test Results
Russia’s weekend mutiny cast doubts on Putin’s grip on power. No major impact on markets […]
Slow Start Following an Eventful Weekend
The weekend was eventful with the unexpected rebellion of the Wagner Group against the Kremlin. […]
The Weekly Bottom Line: Consumer Updraft Supports Hawkish BoC
U.S. Highlights Housing starts rose 21.7% month-on-month (m/m) in May, hitting its highest level in […]
Cliff Notes: Enduring Pressures Risk Longer Cycles
Key insights from the week that was. In Australia, the June RBA meeting minutes confirmed […]
Fed Bostic not seeing urgency to hike again as by others including Powell
Atlanta Fed President Raphael Bostic signaled a more cautious stance on interest rate hikes, contrary […]