Carry Trade to Give Way to Longer-Term Investment in Asian Growth
Attractive growth opportunities in Asia will support currencies and yields despite a narrowing rate differential […]
Dollar With Limited Losses After Fed; Yen Slumps; Sterling Soars
Dollar finished last week on the back foot, reacting to Fed’s decision to cut rates […]
Stocks’ Positive Reaction Might Continue Until the Second Fed Rate Cut
The Fed announced its first rate cut with a relatively balanced rhetoric History points to […]
The Weekly Bottom Line: Canada – Inflation Hits the Mark
U.S. Highlights The Federal Reserve started its easing cycle with a bang, reducing the policy […]
Weekly Economic & Financial Commentary: An Update to Our Fed Funds Forecast
Summary United States: Recalibrating the Monetary Policy Stance The commencement of monetary policy easing comes […]
Weekly Focus – Fed Initiating the Easing Cycle with 50bp Cut
The main event this week was the monetary policy meeting in the US where markets […]
Cliff Notes: 50 Proves the Magic Number
Key insights from the week that was. The main update for Australia this week was […]
Fed Starts at a Sprint, But the Finish Line is Uncertain
The US Federal Reserve has chosen a ‘sprint first, then dawdle’ approach to rates normalisation. […]
Fed Took a First, Bold Step
Markets We’re finally here. The US Fed took a first, bold step in paring back […]
Fed Delivers ‘Hawkish’ 50bp Rate Cut
In focus today Today we will focus on multiple central bank monetary policy meetings. Norges […]
Stocks end in red as Fed’s 50bps cut seen as catch-up, not new pace
Despite initial rally, major US stock indexes closed lower after Fed officially began its policy […]