Week ahead – Fed Minutes, RBA and RBNZ Decisions in Focus
After Powell and CPI data, dollar traders turn to Fed minutes. RBA to cut rates […]
Cliff Notes: Resilience Offers Promise
Key insights from the week that was. In Australia, the Westpac-MI Consumer Sentiment Index was […]
Market Focus Shifting from Risk of Tariffs to Positives from End to War in Ukraine
Markets ‘Great progress’, ‘We’re close but not there on inflation’, ‘We don’t get excited about […]
Too Sticky to Cut
Uh oh… Yesterday’s inflation update from the US didn’t go well. January data showed a […]
Fed’s Powell: New CPI data confirms “not there” yet on inflation
Fed Chair Jerome Powell acknowledged that the latest inflation data released yesterday confirms the US […]
Dow Jones (DJIA) Analysis: Inflation Impact and Market Recovery
The Dow Jones initially fell following a US inflation report but recovered somewhat. US consumer […]
Hot January CPI Sends a Chill Over the Inflation Outlook
Summary Expectations of seeing further modest improvement in inflation at the start of this year […]
US: Inflationary Pressures Turn Sharply Gigher in January
The Consumer Price Index (CPI) rose 0.5% month-on-month (m/m) in January, an acceleration from December’s […]
Not Convinced that Higher Inflation Figure Will Trigger Sustained Further USD Gains
Markets Fed Chair Powell’s appearance before the Senate Banking Committee yesterday didn’t yield much clues […]
Chinese Tech’s Big Return?
Federal Reserve (Fed) Chair Jerome Powell’s testimony yesterday went smoothly. He said that the Fed’s […]
Fed’s Williams: Current modestly restrictive policy well positioned to achieve dual mandate
New York Fed President John Williams stated in a speech overnight that policy remains “well […]
Bostic: Fed needs more clarity before cutting rates
Atlanta Fed President Raphael Bostic signaled uncertainty over the timing of rate cuts, citing ongoing […]