Norges Bank Rate Decision on the Agenda
In focus today In the US, we will receive the second revision of GDP final. […]
Sterling Lags After CPI Miss, But BoE Rate Cut to Stay Gradual
Sterling fell broadly today after UK’s February CPI came in slightly below expectations. However, the […]
US Strikes Ukraine-Russia Ceasefire
In focus today In the US, February durable goods orders will be released. In the […]
Goolsbee sees surging inflation expectations as a red flag
Chicago Fed President Austan Goolsbee warned that a shift in market-based long-run inflation expectations toward […]
Fed’s Kugler: Reaccelerating goods inflation unhelpful
Fed Governor Adriana Kugler expressed growing concern over the recent behavior of inflation. Speaking today, […]
Fed’s Bostic sees just one rate cut in 2025, warns tariffs may reinforce inflation
Atlanta Fed President Raphael Bostic said in a Bloomberg interview that he’s now projecting just […]
Tariff Talk to Intensify as April Deadline Approaches
US equities saw a precious support from the Federal Reserve (Fed) last week, as policymakers […]
The Week Kicks Off With PMIs
In focus today In the euro area, we receive the flash PMI data for March, […]
Global Trends Hit Pause, Consolidations to Follow Until Trump’s Liberation Day
The dominant trends that shaped Q1 in global markets appear to have run their course, […]
Markets Weekly Outlook – US Dollar, Inflation & PMI Data Analysis
Risk Assets continue to struggle despite some gains in the S&P 500 and Dow Jones. […]
The Weekly Bottom Line: Uncertainty Clouding the Outlook
Canadian Highlights Canadian economic data are giving a glimpse of what could be in store […]
Fed’s Musalem: Persistent tariff inflation could delay cuts or force hikes
St. Louis Fed President Alberto Musalem warned that while the initial effects of import tariffs […]