Markets Weekly Outlook – Gold Hits New ATH Ahead of Jackson Hole Symposium
Gold reaches a new all-time high as markets reassess rate cut expectations after evaluating resilient […]
The Weekly Bottom Line: Inching Towards a Pivot
U.S. Highlights The July report for the Consumer Price Index showed headline inflation fell below […]
The Weekly Bottom Line
U.S. Highlights The July report for the Consumer Price Index showed headline inflation fell below […]
Weekly Economic & Financial Commentary: Fishing in Jackson Hole for Clues About the Fed Rate Path
Summary United States: Solid Activity Raises Questions About the Degree of Policy Easing Financial markets […]
Week Ahead – Jackson Hole and PMIs Enter the Spotlight
As recession fears ease, investors lock gaze on Jackson Hole Eurozone and UK PMIs to […]
Weekly Focus – From Fear of Inflation to Fear of Slowdown
Over the summer, we have seen big moves in financial markets largely reflecting conflicting views […]
Easing Inflation Worries Despite Robust Sales Data
The market mood got a further boost yesterday after the latest data release from he […]
Retail Sales Is Counterprogramming the Job Report
Summary In the month of July retailers saw a sales increase of $6.8 billion, or […]
US CPI Backs Fed Rate Cut Expectations
It’s been two weeks since I left, and in that time, the markets plunged into […]
US: Inflationary Pressures Continue to Ease in July, Solidifying a September Rate Cut
The Consumer Price Index (CPI) rose 0.2% month-on-month (m/m) in July, bang-on the consensus forecast. […]
Three Times CPI on the Menu
In focus today Today we get CPI numbers out of the US, UK, and Sweden. […]
Fed’s Musalem: Time may be nearing for policy adjustment
St. Louis Fed President Alberto Musalem indicated today that the balance of risks between inflation […]