Weekly Focus – Strong Market Sentiment Continues
The leading AI chip designer Nvidia stole market headlines this week with a record daily […]
Week Ahead – US and Eurozone Inflation, RBNZ Meeting to Test Rate Cut Bets
US core PCE and Eurozone flash CPIs to keep inflation worries in the foreground Japanese […]
Fed Waller Suggests Delaying Rate Cuts by a Few Months (!) Should Not Have Substantial Impact
Markets “What’s the rush?” Fed governor Waller briefly and brightly summed up the string of […]
AI Surge Fuels Stock Market Gains
In focus today The main event today will be the German Ifo print for February. […]
Cliff Notes: A Game of Patience
Key insights from the week that was. In Australia, the RBA February Minutes put forward […]
Fed’s Cook to wait for clearer inflation convergence before rate cuts
In a speech overnight, Fed Governor Lisa Cook articulated her stance on waiting for more […]
Fed’s Harker warns against immediate expectations for rate cuts
Philadelphia Fed President Patrick Harker did not dismiss the possibility of a rate cut as […]
Fed’s Jefferson anticipates monetary easing later this year, cautiosly optimistic on inflation progress
Fed Vice Chair Philip Jefferson’s speech today offered insights into the monetary policy outlook and […]
No Surprises in FOMC Minutes
In focus today The key events today will be the February flash PMIs from the […]
Nvidia Surpassed Sales Expectations Once Again
Bingo! Nvidia surpassed the sales expectations once again and announced total sales of $22bn for […]
January FOMC Minutes Confirmed Most Participants Noting Risk of Moving Too Quickly to Ease
Markets Weakness in core bonds was the sole exemption to another wise dull trading day […]
Fed’s Waller seeks additional months to assess January CPI as speed bump or pothole
Fed Governor Christopher Waller advocated for Fed to “wait a little longer,” suggesting that “at […]