Could Have Been Worse
Risk appetite is better this Monday morning than it was last Friday when the world […]
Bets on June Fed Rate Cut Abandoned, Dollar Asserts Dominance
The financial markets were jolted last week by data confirming the stall in disinflation progress […]
The Weekly Bottom Line: One Hundred Days into 2024, Rate Cuts Remain on the Horizon
U.S. Highlights Inflation, as measured by the Consumer Price Index, accelerated to 3.5% year-on-year in […]
Weekly Economic & Financial Commentary: No, No, After You
Summary United States: Are We There Yet? The March consumer price data dominated the economic […]
Weekly Focus – US Inflation Shakes Up Markets
A surprisingly high US inflation print this week triggered the biggest shake-up in US bond […]
Cliff Notes: Expectations Tested
Key insights from the week that was. In Australia, the latest update on Westpac-MI Consumer […]
IMF Georgieva: Possible Fed rate cut in late 2024, but don’t hurry
In an interview with CNBC overnight, IMF Managing Director Kristalina Georgieva projected that by the […]
Fed’s Collins signals reduced urgency for rate cuts and lesser easing in 2024
Boston Fed President Susan Collins suggested that the recent economic data do not necessitate an […]
Policy Divergence Really Matters
Monetary policy settings across countries only make sense by also considering the fiscal context. In […]
Fed’s Williams: Fed to stay data-dependent as outlook ahead is uncertain
New York Fed President John Williams suggested that, should the economy evolve as anticipated, it […]
USD/JPY Technical: Rising US Treasury-JGB Yield Spreads Outweigh BoJ’s Intervention Risk
A firmer March’s US CPI has altered the relative fundamentals narrative between the US & […]
Fed’s Collins in the range of two rate cuts this year
In a Reuters interview, Boston Fed President Susan Collins revealed that she “in the range […]