Risk-On Wave Sweeps Markets, Stocks Hit Records, Dollar Declines
The financial markets concluded last week on a robust risk-on sentiment, driven primarily by the […]
Commodities Year Ahead 2024: Fed Policy to Drive Gold, Oil to Dance to Rhythm of OPEC+
Gold enters uncharted territory twice in 2023 Fed policy to remain gold’s main driver in […]
2024 International Economic Outlook: Weathering the Storm
Summary Key Themes As we head into 2024, we are downbeat on the prospects for […]
Weekly Economic & Financial Commentary: A Win for the Doves
Summary United States: Consumers Maintain Spending Power Amid Slowing Price Growth Data released this week […]
The Weekly Bottom Line: Cuts! The Herald Angels Sing
U.S. Highlights The Federal Reserve held the policy rate steady at 5.25-5.5% at its final […]
Weekly Focus – Central Bankers Boost Christmas Spirit
Repricing continued in the rates markets this week as central bankers did little to talk […]
Dollar Rebounds on New York Fed President’s Remarks, Euro and Sterling Soften after PMIs
Dollar is having a notable rebound in early US trading session, buoyed by comments from […]
Something Doesn’t Feel Right
The European Central Bank (ECB) and the Bank of England (BoE) refused to join the […]
Cliff Notes: An Abrupt Change in Expectations
Key insights from the week that was. The latest edition of the Westpac-Melbourne Institute survey […]
British Pound Rises after Fed Meeting, BoE Next
Bank of England expected to pause Federal Reserve projects three rate cuts in 2024 The […]
Fed Overdelivers – Will ECB and BoE Follow?
The most hotly anticipated central bank meeting of the year did not disappoint on Wednesday, […]
Fed Took An Impressive U-turn
Markets At the final meeting of the Fed took an impressive U-turn from its 2023 […]