Stocks Could Suffer After the September Fed Rate Cut
US labour market data to determine the size of the first Fed rate cut History […]
Will the NFP Take a September Double Fed Cut Off the Table?
Fed fund futures suggest a 40% chance of a 50bps September cut Powell’s Jackson Hole […]
Fed’s Bostic signals shift in focus as inflation eases and labor market cools
In an essay published today, Atlanta Fed President Raphael Bostic emphasized Fed’s dual mandate of […]
Can Gold Prices Surge to New All-Time Highs by Year End?
Gold increases 21% so far this year US data and geopolitical tensions are driving gold Bigger picture remains […]
Research US: Soft Landing Still in Sight
Economic growth is slowing mostly in line with our expectations, but we think recession risks […]
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 […]
Fed’s Beige Book signals slowdown with widespread stagnation across districts
Fed’s latest Beige Book report highlights a growing economic slowdown across the US. While economic […]