Payrolls Proved to be a Game-changer
Markets The US September payrolls report beat market expectations for all key metrics. It also […]
Dollar Rises on Fed Clarity, Oil Jumps on Rising Fears of Wider Middle East War
The financial markets gained much-needed clarity last week as strong US employment data aligned market […]
Markets Weekly Outlook – Jobs Report May Lead to Cautious Fed, US CPI Next
Strong US jobs report shifts Fed rate cut expectations from 50 bps to 25 bps. […]
Weekly Economic & Financial Commentary: The Outlook for Longer-Term Interest Rates
Summary United States: Jobs Up, Rate Cut Expectations Down Nonfarm payrolls blew past expectations in […]
Week Ahead – As Dollar Recovers, Spotlight Falls on US CPI Inflation
US CPI data to guide Fed rate cut bets and the dollar RBNZ expected to […]
Cliff Notes: Policy’s Impact Being Felt
Key insights from the week that was. In Australia, the week began with the Federal […]
Could Friday’s Data Tip the Balance in Favour of a 50bps Fed Rate Cut?
Discussions about the size of the November Fed rate cut continue Mixed labour market data […]
September CPI Preview: Sticky-Looking Core to Be Temporary
Summary The overall progress in reining in decades-high inflation should be on display with the […]
Japanese Yen Slips as Powell Signals Small Cuts
USD/JPY is calm on Tuesday after the US dollar jumped 1.03% a day earlier. In […]
Euro Area Inflation and US Labour Market Data in Focus
In focus today Today, focus is on euro area HICP inflation from September. We expect […]
Fed’s Barkin flags risk of inflation getting stuck
In the remarks overnight, Richmond Fed President Thomas Barkin expressed that he’s still “more concern […]