Weekly Focus – More Soft Manufacturing Signals
Markets remained calm this week with risk sentiment improving further. Stock markets continued to trade higher […]
Markets Dynamics Could be at a Short Term Tipping Point
Markets Yesterday’s EMU data releases cement the case for a second 25 bps rate cut […]
All Eyes on Powell’s Jackson Hole Speech
US stock markets sold off yesterday, as investors trimmed their long positions walking into Federal […]
All Eyes on Powell’s Jackson Hole Speech Today
In focus today The annual Jackson Hole Economic Policy Symposium organized by the Kansas City […]
Cliff Notes: Global Easing Cycle Gains Traction
Key insights from the week that was. In Australia, the RBA’s August meeting minutes again […]
Fed’s Harker and Collins signal support for gradual rate cuts
Philadelphia Fed President Patrick Harker and Boston Fed President Susan Collins have both indicated their […]
Fed’s Schmid needs to see a bit more data before acting on rate cut
In a Bloomberg TV interview recorded on Wednesday and aired Thursday, Kansas City Fed Bank […]
US Dollar Index (DXY) Tumbles as BLS Revises Job Growth Downward, Rate Cuts Loom
US Dollar Index Plummets on Revised Jobs Data and Dovish Fed Minutes BLS Revises US […]
With Inflation Becoming Gradually More Under Control, Fed Has Space to Focus on Second Pillar of Dual Mandate
Markets The US Bureau of Labour Statistics kept most of us waiting yesterday. The preliminary […]
A Questionable Reaction to the Big BLS Revision
The minutes from the latest FOMC meeting showed yesterday that ‘several’ Federal Reserve (Fed) officials […]
FOMC Ready For September Rate Cut After Minutes and Weaker Job Growth
In focus today August Flash PMIs are due for release today from the euro area, […]
Fed’s Powell hints at rate cuts: ‘Time has come’ as labor market concerns grow
In his highly anticipated Jackson Hole speech, Fed Chair Jerome Powell made it clear that […]