Weekly Focus – Wait and See Mode in Central Banks
In a week with no big data or central bank surprises, renewed fears of turmoil […]
Cliff Notes: The Promise of Disinflation
Key insights from the week that was. In Australia, the Q4 CPI printed 0.6% (4.1%yr) […]
JPY Carry Trades Downside Pressure Reinforced Ex-post FOMC
The US Federal Reserve pushed back the first Fed funds rate cut and Fed Chair […]
Pound Looking to Bank of England for Further Guidance
Markets A mixture of market moving elements pushed US yields down yesterday from earnings over […]
Powell Pushes Back on Rate Cut Expectations
In focus today In the euro area, focus is on the inflation print for January […]
Anticipating Fed: Potential Disruptions in Dollar’s Calm
The pause in the currency market is dragging on. Over the past two weeks, the […]
Will Fed Hint at a March Hike or Just Leave the Door Slightly Ajar?
It’s been a relatively slow start to trading on Wednesday which isn’t surprising considering what’s […]
Anything Less Than Mind-Blowing is Meh
We had good news, bad news and news that are fundamentally good for the economy […]
Focus Turns to the Fed
In focus today Tonight at 20:00 CET the rate decision of this week’s meeting in […]
Dow tumbles as Fed Powell rules out March rate cut
US stocks plunged sharply overnight, following Fed’s decision to maintain the interest rate at 5.25-5.50%. […]