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 […]
Cliff Notes: Continued Labour Market Resilience Constructive for Outlook
Key insights from the week that was. January’s Westpac-MI Consumer Sentiment survey suggests the Australian […]
USD/JPY: Yen Strength Elements Emerged Ahead of BoJ Meeting Next Week
Hawkish speeches from BoJ officials coupled with a softer US core CPI print for December […]
Fed’s Williams highlights uncertainty tied to fiscal, trade, and regulatory Policies
New York Fed President John Williams said today that monetary policy remains “well-positioned” to balance […]
December CPI: Hotter Headline, But Healthier Core
Summary Consumer price inflation was hot in December, rising 0.4% in the month on the […]
Market Settings Improved Further on Talk of Gradual Approach in Lifting Tariffs
Markets Friday’s stellar payrolls and possible consequences for the direction of future US (and global) […]
US December PPI Sets Stage for CPI Tomorrow
In focus today From the US, the December PPI data will provide markets with an […]
AUD/USD Stabilizes After Post-NFP Slide
The Australian dollar has started the week quietly. In the North American session, AUD/USD is […]
Fed Hawks Progress on Strong Data, Oil Jumps
Surprise! The US economy added more than 250K new nonfarm jobs in December, some 90K […]
Fed’s Waller suggests rate cuts possible in H1 if inflation trend holds
Fed Governor Christopher Waller expressed optimism about the US inflation outlook during an interview with […]