Weak JPY Following Disappointing (But Outdated) November Labor Earnings Data
Markets Bond supply stood in the center of attention yesterday. Belgium and Italy kicked off […]
Dollar and Euro Keep Each Other Balanced
Markets The recent core bond yield recovery ran into resistance yesterday and that had knock-on […]
Hard Eurozone Data, Soft US Data
In focus today Today, from the US, the NFIB’s Small Business Optimism index will be […]
Fed’s Bostic reiterates importance to staying on path to 2% inflation
Atlanta Fed President Raphael Bostic, in a moderated discussion yesterday, reiterated his expectation of two […]
Will US CPIs Help Dollar Extend Its Recovery?
Dollar’s recovery pauses after NFP and ISM data Investors continue to price in aggressive rate […]
US CPI on Thursday Marks This Week’s Apex
Markets Friday’s payrolls were better than expected on face value. It caused yields to temporarily […]
Reconsidering the Dovish Fed Expectations
The New Year unsurprisingly kicked off with a hangover for both stock and bond markets, […]
Fed’s Logan emphasizes need for tight financial conditions to curb inflation
Dallas Fed President Lorie Logan, in her speech on Saturday, emphasized the importance of maintaining […]
Weekly Economic & Financial Commentary: Wait a Minute
Summary United States: The Great Divergence Incoming economic data continue to shed light on how […]
The Weekly Bottom Line: Rate Cut Expectations Ease Slightly at the Start of 2024
U.S. Highlights Minutes from the December FOMC meeting confirmed that monetary policy was “likely at […]
Week Ahead – Market Spotlight Turns to US CPI Inflation
US CPI inflation is the next big test for the US dollar Yen traders turn […]
Fed’s Bowman: Current monetary policy deemed sufficiently restrictive
Fed Governor Michelle Bowman indicated yesteday her willingness to consider the possibility that the current […]