December Flashlight for the FOMC Blackout Period: Slower Pace of Easing on the Horizon
Summary We expect the FOMC will reduce the federal funds rate by 25 bps at […]
Year Ahead – Gold’s Golden Year: Will It Shine Even Brighter in 2025?
Gold has added almost 30% during 2024 Fed policy could continue to impact the precious metal in 2025 Geopolitical tensions […]
Rates and Chips
Yesterday’s US inflation data was the last possible barrier to the much-expected extra 25bp cut […]
Aussie Slumps on Yuan Depreciation Speculation; US CPI and BoC Loom
Australian Dollar continued its decline today as speculation mounted that China might allow Yuan to […]
US CPI Inflation: A Potential Headwind for a Rate Cut?
US CPI inflation could inch higher for the second month A December rate cut could […]
Expect More Sentiment-Driven Trading Today
Markets The Chinese Politburo’s directive changed risk sentiment at the start of European trading from […]
US Treasuries’ Outperformance vs German Bunds Didn’t Help EUR/USD
Markets US November payrolls cemented the case for a 25 bps rate cut by the […]
Markets Weekly Outlook – Central Bank Focus as US Inflation Looms
US Jobs report all but confirms a December rate cut, with markets pricing in an […]
The Weekly Bottom Line: Data Clears the Path for the Rate Cut in December
Canadian Highlights The odds of a 50 basis-point rate cut rose to 80% as the […]
Weekly Economic & Financial Commentary: The Song Remains the Same
Summary United States: The Song Remains the Same Incoming economic data continue to illuminate pockets […]
US CPI sets to drive EUR/USD for downside breakout
The spotlight today is firmly on the release of US CPI data for November. Expectations […]