Core Bonds Gained Ahead of a Busy Week
Markets Core bonds gained ahead of a busy week. US yields dropped between 1.9 and […]
Robust Earnings Defy Hawkish Fed Expectations
Tesla stole the light with a 15% jump on Monday after Elon Musk’s surprise visit […]
Yen’s Decline, Robust US Investor Confidence, and Aussie’s Rise
Last week’s market activity was shaped by several significant themes. Firstly, the Japanese Yen’s rapid […]
The Weekly Bottom Line: Canada – Rate Cuts on the Horizon
U.S. Highlights There was no reprieve in U.S. data this week for those concerned the […]
Weekly Economic & Financial Commentary: The Long and Winding Road to Easing
Summary United States: The Long and Winding Road to Easing The case for rate cuts […]
Fed Faces Dilemma Amid Sticky Inflation and Slowing Economy
Investors scale back Fed rate cut bets as inflation stays hot But economic growth slows […]
Week Ahead – Hawkish Risk as Fed and NFP on Tap, Eurozone Data Eyed Too
Fed meets on Wednesday as US inflation stays elevated Will Friday’s jobs report bring relief […]
Fed Preview – Cuts Still in the Horizon
The Fed is widely expected to maintain the Fed Funds Rate unchanged next week by […]
Weekly Focus – Rate Cut Expectations Pushed Back Further
It has been a volatile week for risk markets, once again mostly driven by expectations […]
Worst of Both Worlds: Are the Risks of Stagflation Elevated? Part II
Part II: A Brief Review of Past Episodes of Stagflation Summary In the first installment […]
April Flashlight for the FOMC Blackout Period: Waiting for Godot?
Summary We share the market’s overwhelming expectation that the Federal Open Market Committee (FOMC) will […]
Aussie Slips to 2024 Lows on Geopolitics
It was another rough week for the Aussie, pressured by strong US data, more hawkish […]