Sharp ‘Post-SVB’ Repositioning Continued Unabatedly
Markets Yesterday, the sharp ‘post-SVB’ repositioning, especially on interest rates markets, continued unabatedly even as […]
How Should the Market React to US CPI?
Monday was yet another ugly day for bank stocks around the world, as the selling […]
US CPI Preview: Fed Rate Expectations Dive, USD/CAD Tests 1.37
Key takeaways The upcoming US CPI report could tip the scales for the Fed’s highly-anticipated […]
SVB Collapse Explained: What Happened and What Comes Next?
What is SVB? Silicon Valley Bank, better known as SVB, is the 16th largest bank […]
Will US CPI Report Cause Another Market Storm?
The last CPI report before the Fed’s March policy meeting is due on Tuesday at […]
What Do Higher US Interest Rates Mean for the Risk-Linked Currencies?
With expectations about the Fed’s future course of action changing radically lately, the commodity-linked or […]
The Week Ahead: ECB Meeting and US Inflation in the Spotlight
Central bank watchers should be pleased with incoming data for the week of March 13th, […]
US Dollar Price Action Setups: EUR/USD, GBP/USD, USD/JPY
US Dollar Talking Points: The US Dollar held an early-week bounce that was completely priced-out […]
The Weekly Bottom Line: BoC on Hold Amid Defiant Labour Market
U.S. Highlights Chair Powell’s testimony threw the market in to risk-off mode with both the […]
Weekly Economic & Financial Commentary: Central Banks Front and Center This Week
Summary United States: Labor Market Continues to Exude Resilience Coming into the week, financial markets […]
Week Ahead – US Inflation, ECB Decision to Test Markets’ Nerve
The US inflation report and the European Central Bank’s policy meeting will share the limelight […]
Weekly Focus – Hawkish Powell Opens for Possibility of a 50bp Hike
The biggest market mover this week was Fed Governor Jerome Powell’s hawkish testimony in the […]