Cautionary Tone on Inflation by Fed Speakers
Market movers today The main focus this week will be on FOMC minutes Tuesday, Riksbank […]
Markets Daily
Short-term bond yields rose Friday amid Fed comments disagreeing with markets pricing rate cuts. Equities […]
Dollar’s Descent to Intensify Amid Sustained Global Risk Appetite, Yen Reversal to Exacerbate Pressure
Dollar notably emerged as the weakest performer among global currencies last week. This decline was […]
The Weekly Bottom Line: Extended Fed Pause Looking Increasingly Likely
U.S. Highlights Consumer Price Index (CPI) inflation printed lower than expected in October, fueling a […]
Has Dollar Rally Run Its Course?
Dollar slides as investors pencil in 100bps worth of Fed rate cuts US economy is […]
Week Ahead – Fed Minutes and Eurozone PMIs on the Menu
Fed minutes on Tuesday will be scrutinized for clues on rate path Eurozone business surveys […]
Cliff Notes: Labour Market Offers Hope for the Medium Term
Key insights from the week that was. In Australia, the week began with another sombre […]
Fed’s Cook: Soft landing is possible but not assured
Fed Governor Lisa Cook addressed the delicate balance between sustaining economic growth and managing inflation […]
BoE Policymaker Pushes Back Against Market Interest Rate Expectations, Jobless Claims Promising
We’re seeing a more muted session in financial markets on Thursday following a couple of […]
Happily Digesting
Yesterday was about digesting Tuesday’s softer-than-expected US CPI data, feeling relieved that the US Senate […]
Fed’s Daly cautions against premature end to rate hikes, emphasizes need for patience
San Francisco Fed President Mary Daly, in an interview with the Financial Times, acknowledged the […]
Mester’s perspective from Fed’s crow’s nest: Disinflation progress made, yet more evidence needed
In a CNBC interview overnight, Cleveland Fed President Loretta Mester acknowledged, “We’re making progress on […]