March Flashlight for the FOMC Blackout Period
Summary We do not expect the FOMC to change the federal funds rate or alter […]
Risks for Next Week’s FOMC Meeting Seem Tilted to the Hawkish Side
Markets US Treasuries sold off yesterday after sticky February US CPI inflation data. Headline inflation […]
February CPI: FOMC Still Searching for Confidence
Summary The February consumer price data came in a touch stronger than expected. The headline […]
Sterling Loses Ground on Just-Below Consensus Labour Market Data
Markets Friday’s bearish engulfing pattern at record levels for the S&P 500 and Nasdaq (potential […]
Limited Appetite Ahead of US CPI, Bitcoin at Record
The week started with limited appetite in US stock and a fresh record for Bitcoin. […]
Gold Hits Record as Net Long Positions Jump
The US economy added 275K new nonfarm jobs last month, significantly more than around 200K […]
Dollar Dives, Yen Soars, A Week of Divergent Fortunes
Dollar and Yen had contrasting fortune last week, responding to divergent central bank expectations. Dollar […]
The Weekly Bottom Line: A Busy Week in Washington
U.S. Highlights The U.S. economy added 275k jobs in February, but job gains in the […]
Weekly Economic & Financial Commentary: G10 Central Banks Sitting Tight
Summary United States: Labor Market Cooling but Far from Cold With fresh updates on a […]
U.S. Inflation, Spending Data Will Help Set Fed Rate Cut Expectations
U.S. inflation numbers will be in the spotlight on Tuesday as U.S. Federal Reserve officials […]
Will US CPI Data Come to Dollar’s Rescue?
Weak ISM PMIs and dovish Powell hurt the dollar Investors add to their June rate […]
Week Ahead – US CPI to Headline Dull Week, May Spoil the Calm
US inflation and retail sales data to take the spotlight as dollar slips UK jobs […]