US CPI Preview: Will Tuesday’s CPI Affect the FOMC’s Decision on Wednesday?
On Tuesday, December 13th, the US will release its CPI reading for November. Expectations are […]
Fed Preview – Tightening Pressure Persists into 2023
Despite the strong November Jobs Report and ISM Services, market seems convinced that Fed will […]
The Fed: What Happens After the Fed Reaches the Terminal Rate
Yesterday, several major CEOs gave interviews to financial media in the context of a couple […]
Sentiment Hit by Rekindled Fed Hike Bets
Asian shares were under attack on Tuesday, following the negative cues from Wall Street overnight […]
Dollar Caught a Break Thanks to Yield Support and Risk-off Setting
Markets “All” it took for US investors to digest Friday’s strong payrolls was a weekend […]
Fed Hawks Are, Of Course, Back
Stocks fell and the US dollar strengthened on Monday. One of the reasons that could […]
FX Year Ahead 2023: Recessions and Trend Reversals
The US dollar steamrolled every other major currency this year, capitalizing on a perfect storm […]
The Weekly Bottom Line: The Economy Holds on as Rate Hikes Start to Bite
U.S. Highlights Employment rose by 0.2% month-on-month (m/m) for the fourth consecutive month in November, […]
Weekly Economic & Financial Commentary: Is This the Peak?
Summary United States: Payrolls Beat Expectations, but Signs of Moderation on the Horizon Total payrolls […]
Weekly Focus – Easing Rate Hike Fears Support Market Sentiment
This week, we published our latest global economic forecasts for 2023 and 2024 in The […]
Futures Dive After Strong US Jobs Report
US futures Dow futures -1.08% at 34027 S&P futures -1.3% at 4026 Nasdaq futures -2.1% […]