Is Gold Destined to Lose More of Its Shine?
With US Treasury yields and the dollar marching north, gold has come under selling interest, […]
Jackson Hole Symposium to Shape Dollar’s Path
The Fed’s annual economic symposium will kick off on Thursday, but the highlight will be […]
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 […]
Fed Barkin emphasizes need to uphold 2% inflation target for credibility
Richmond Fed President Thomas Barkin voiced his perspective on the importance of adhering to its […]