Forex Friday: Bitcoin, Gold, Yields and Yen
Welcome to another edition of Forex Friday, a weekly report in which we discuss selected […]
Did the ECB Just Predict the Fed?
Since the start of the banking crisis just a week ago, markets have been recalibrating […]
Cliff Notes: US and European Banking Sector Uncertainty to Limit Central Bank Actions
Key insights from the week that was. The US banking system was in the spotlight […]
What Will the ECB Do?
Banks were on the chopping block on Wednesday, after Saudi National Bank’s Chairman Mr. Al […]
Banking Crisis Adds Fuel to Gold’s Engines
The collapse of the Silicon Valley Bank (SVB) on Friday brought chaos in the markets, […]
We Expect ECB to Stick to Its Guidance of a 50 bps Rate Hike Tomorrow
Markets Volatility on especially rate markets remained high yesterday. Markets in the end erased part […]
Moderating Rate Hikes Silver Lining of Bank Failures?
Calm is restored on Wall Street for now, as worries about bank failure contagion ease. […]
US CPI Recap: GBP/USD Holds Above 200-day EMA as Inflation Meets Expectations
Key takeaways The Consumer Price Index (CPI) in the US increased 0.4% in February, in-line […]
US Banks Collapse: FBS Explains
On Friday, March 10, the 16th largest US bank suddenly burst. The bankruptcy became the […]
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 […]