Weakening of Yen for Now Apparently Isn’t a Support for Japanese Economy
Markets Yesterday was the first day of what we fear will be a November lull. […]
Fed Brainard: Appropriate soon to move to a slower pace
Fed Vice Chair Lael Brainard said yesterday, “I think it will probably be appropriate soon to […]
US Markets: End of Bear Market or Another Bear Market Rally?
The recent rally in the markets may not be over, argues Morgan Stanley, which, however, […]
Fed Waller: Start paying attention to the endpoint, not the pace
Fed Governor Christopher Waller said over the weekend, “we’re at a point we can start […]
Research US – Inflation Risks Are Not Over Yet
While markets have reacted very positively to the October CPI print, we continue to see […]
Weekly Focus – Geopolitics Takes Centre Stage
The central bank ‘pivot’ narrative got a boost from US CPI inflation surprising on the […]
Weekly Economic & Financial Commentary:
Summary United States: October Prices Give Fed Ability to Slow Pace of Rate Hikes Relief […]
The Weekly Bottom Line: Markets Cheer Inflation Easing a Touch
U.S. Highlights Republicans look to have won control of the House in this week’s midterm […]
What Just Happened With the Dollar?
Yesterday, the US reported headline and core CPI figures well below expectations. Stock markets around […]
US CPI Surprising on the Downside Sparks Risk Rally
Market movers today The European Commission will publish its autumn forecasts for the European countries […]
Fed Harker expects slowing hike pace approaching a sufficiently restrictive stance
Philadelphia Fed President Patrick Harker said, “in the upcoming months, in light of the cumulative […]