We Have Lifted Both RBA Cash Rate Forecast and FOMC Forecast
We have lifted our forecast terminal RBA cash rate from 3.85% to 4.1%. We have […]
A Pinch of Salt
Equity markets are heading for a positive start to the session, paring Wednesday’s gains as […]
Fed Would Much Rather Implement a Rate Hike Too Much
Markets Minutes of the early February FOMC meeting didn’t reveal much new yesterday following last […]
Nasdaq Futures Boosted by Nvidia
Hawkish were the minutes from the latest FOMC meeting. They confirmed that the Federal Reserve […]
Financial Conditions Tighten Again
Market movers today It will be a quiet day on the data front but we […]
FOMC minutes: A few participants favored 50bps hike
Minutes of January 31–February 1 FOMC meeting reveal that “almost all participants agreed that it […]
Bullard’s Projections Suggest Fed’s Work is Almost Done
US stock turned positive after Fed’s Bullard stated that markets might be over-pricing US recession […]
Stocks Rise Cautiously Ahead of FOMC Minutes
US futures Dow futures +0.1% at 33170 S&P futures +0.13% at 4003 Nasdaq futures +0.22% […]
Risk Sentiment Stabilized, Dollar Looks Into FOMC Minutes
Risk sentiment appears to have stabilized as markets enter into US session. There have been […]
Gold Finds Relief But Risks Tilted to Downside
Rising bond yields increase opportunity cost of holding zero-yielding assets Dollar index continues to print […]
Will USD Set a New High in 2023?
The US dollar index has lost around 12% since October 2022 till its local low […]
Fed Williams: Our job is clear to restore price stability
New York Fed President John Williams said yesterday at a conference,”Our job is clear: our […]