A Risky Lopsided US Stock Market Performance
The year-to-date performance of the S&P 500 has been heavily skewed by the top 8 […]
Fed Hike, Then What?
There is a pretty strong consensus that the Fed will hike by a quarter of […]
Investors Cautious Ahead of Fed and ECB Later in the Week
Investors appear to be treading carefully ahead of some key interest rate announcements this week, […]
Surprise RBA Hike Revives Hawks, as US Bank Stress Wanes
JP Morgan swallowed the First Republic Bank (FRC) on Monday and will assume all its […]
Dollar Rises Mildly after ISM, Yen Selloff Continues
Dollar rises against Yen after release of slightly better than expected ISM manufacturing data. But […]
Yen and Aussie Down after Volatile Week, Risk-On Sentiment to Continue
The markets experienced surprisingly high volatility in the last week of April, with central bank […]
The Weekly Bottom Line: Core Inflation Remains Elevated, Fed to Hike Next Week
U.S. Highlights U.S. real GDP growth slowed to 1.1% quarter-over-quarter (q/q) annualized in 2023 Q1, […]
U.S. Fed Ponders Another Hike Ahead of April Labour Market Data
We expect Canadian employment edged up by about 12,000 in April—the smallest increase since September. […]
Week Ahead – Fed and ECB Decisions Set the Stage for US Payrolls
An explosive week lies ahead for global markets, featuring central bank decisions in the United […]
Will the Fed Hike Rates for the Last Time?
On Wednesday, the FOMC is widely anticipated to deliver its last rate hike for this […]
Weekly Focus – All Eyes on Big Central Banks
The markets are tuning in for a very exciting central bank week. Both the Fed […]
Fed to hike 25bps today, but pause afterwards?
Fed is widely anticipated to deliver another 25bps rate hike today, bringing federal funds rate […]