Halving Helped Bitcoin Digest Sell-off
Market picture The crypto market was relatively quick to digest the sell-off that gripped markets […]
GBP/USD Edges Higher After Flat Retail Sales
The British pound dipped 0.30% earlier today but has managed to recover the losses. In […]
Markets Thrown in Risk-off Modus on Headlines of Israeli Attack on Iran
Markets After a brief correction Wednesday, core yields again turned north yesterday. US yields added […]
Oil, Gold Jump as Israel Responds
Oil and gold jumped on rising geopolitical tensions after Israel struck targets in western Iran […]
A Lack of Shock and Awe
The United States is an outlier among advanced economies, so how much signal should policymakers […]
US, Japan Express Concern Over Japanese Yen
The Japanese yen is almost unchanged on Thursday. In the North American session, USD/JPY is […]
Australian Dollar Shrugs Off Soft Job Numbers
The Australian dollar is steady on Thursday. In the European session, AUD/USD is trading at […]
Enough Fed Rate Cut Delay is Discounted
Markets In a session deprived of key data, yields and the USD yesterday faced a […]
ASML Miss Hammers Appetite
The big story of yesterday was the disappointing results from the biggest European company, ASML, […]
Two Riksbank Speeches to Give Insight into Near-Term Monetary Policy
In focus today Today, two Riksbank board members will give speeches on monetary policy and […]
Worst of Both Worlds: Are the Risks of Stagflation Elevated? Part I
Part I: A Framework to Characterize Episodes of Stagflation Summary In this first report of […]
Market Continues to Price in a Plethora of Rate Cuts for 2024
Market is still in monetary easing mode despite fewer rate cuts priced in across the […]