USD/JPY Rises, All Eyes on BoJ After Wage Deal
The Japanese yen has extended its losses against the US dollar for a fourth straight […]
Risks Significantly Tilting to First Fed Rate Cut in September at Earliest
Markets US Treasuries sold off for a third straight session yesterday with eco data strengthening […]
Fed Decision: Will the New ‘Dot Plot’ Boost Dollar?
Fed will announce its latest decision at 18:00 GMT Wednesday Almost certain to keep rates […]
Looking Beyond the Horizon
The macro outlook is unchanged from our view of recent months. Two years of slow […]
Cliff Notes: Fading Inflation Risks
Key insights from the week that was. In Australia, market participants were left with little […]
U.S. Retail Sales Rebound in February
Retail sales rose 0.6% month-on-month (m/m) in February, reversing most of January’s -1.1 % decline […]
Greenback’s Performance Has Been Lackluster Recently
Markets US Treasuries extended their post-CPI sell-off yesterday in absence of eco data or other […]
Crude Oil Prices Rise as Ukraine Hits Russian Refineries
Direction was mixed yesterday, as Tuesday’s hotter-than-expected US CPI print gave cold feet to investors […]
In Wage Growth the BoJ Hopes
The spring wage decision will reflect cyclical factors rather than a structural shift leaving little […]
March Flashlight for the FOMC Blackout Period
Summary We do not expect the FOMC to change the federal funds rate or alter […]
Will BoJ Take Interest Rates Out of Negative Territory?
Investors assign nearly 50% chance for a March BoJ hike Wage negotiations set to conclude […]
Gold: Correction is Fuel for Growth
Gold lost over 1% on Tuesday, its first daily decline after nine days of gains, […]