Weekly Economic & Financial Commentary: 100 Basis Points Lower & 100 Basis Points Higher
Summary United States: Changing of the Guard Considering a reasonably light domestic indicator schedule this […]
Week Ahead – Fed, BoC and ECB Meet Amid Trump Tariff Threats
Three central bank decisions awaited as tariff reality sets in Fed set to go on […]
Weekly Focus – Sell the Rumour, Buy the Fact?
It was a sell the rumour, buy the fact kind of week, apparently. The fears of Donald […]
Reality Bites
Market exuberance about the US growth outlook has pushed up interest rates and the US […]
Fed Preview: Not Stealing the Spotlight
We expect the Federal Reserve to maintain the Fed Funds Rate unchanged at 4.25-4.50% in […]
ECB Preview: No New Signals
When the ECB meets next week, the policy decision is essentially already guided, namely another […]
Almost Smoothly
Donald Trump’s inauguration went almost smoothly. The US markets were closed, the Chinese stocks were […]
Global Markets Look Beyond Trump’s Inauguration as Local Drivers Take the Lead
Global markets are buzzing in anticipation of Donald Trump’s inauguration on January 20, yet the […]
The Weekly Bottom Line: U.S. Economy Sails into Trump’s Presidency at Cruising Speed
Canadian Highlights Donald Trump will be inaugurated on Monday, and Canadians are bracing for the […]
Weekly Economic & Financial Commentary: FOMC Likely to Enter an Extended Pause in Its Recent Easing Cycle
Summary United States: Riding the Wave The Consumer Price Index ended the year at 2.9% […]
Week Ahead – Markets on Edge as Trump’s Inauguration and BoJ Decision Loom
Markets brace for impact ahead of Trump’s inauguration. BoJ seen raising rates at first gathering […]
China Hit Growth Target of “Around 5%” in 2024
Markets All eyes were on December US retail sales yesterday, but a CNBC interview with […]