Dollar: Rebound or More?
The US dollar’s recovery continues, and other markets are starting to notice. The dollar index […]
September Caution
The new week started with caution. The US and Canada were off, and news from […]
And September Arrives
August ended on a positive note. Friday’s data showed that the US PCE and the […]
Rate Cut Hopes Eclipse Recession Concerns, Dollar Tracks Rising Yields
In the final week of August, financial markets delivered unexpected developments that caught many by […]
Markets Weekly Outlook – NFP Jobs Data to Rule Out 50 bps Fed Rate Cut?
US PCE data keeps Fed rate cut hopes alive as inflation moves towards 2% target. […]
The Weekly Bottom Line: More Reason to Ride Down the Policy Escalator
U.S. Highlights The second estimate of Q2 GDP revealed that the U.S. economy grew at […]
Weekly Economic & Financial Commentary: The Search for Clues Continues
Summary United States: The Search for Clues Continues Fed watchers are still on the lookout […]
Week Ahead – Investors Brace for NFP Amid Fed Rate Cut Speculation
Traders see decent chance for 50bps Fed cut in September Powell adds extra importance to […]
Sentiment Remains Strong Despite Nvidia
Yesterday was could’ve been worse. A more than 6% drop in Nvidia somehow limited the […]
Cliff Notes: Capacity is Paramount
Key insights from the week that was. In Australia, the latest Monthly CPI Indicator reported […]
Interest Rate Markets Looking for New Short-Term Equilibrium
Markets Interest rate markets were looking for a new short-term equilibrium for the post-Jackson Hole […]
Fed’s Bostic signals readiness for rate cuts, but urges caution before September decision
Atlanta Fed President Raphael Bostic signaled that it “may be time to move” towards lowering […]