Market Continues to Price in Aggressive Rate Cuts for 2024
The 2024 market theme remains for several rate cuts from most central banks Fed is […]
Global Implications of a Soft U.S. Landing
Summary The continued resilience in U.S. activity has prompted a significant shift in our outlook […]
Weekly Focus – Taiwan Election Key for Geopolitical Tensions
The main release this week was US inflation, which surprised slightly to the upside with […]
Will the UK Inflation Data Pour Cold Water on BoE Rate Cut Bets?
BoE highlights “higher for longer” message in December Yet, investors are penciling in aggressive rate […]
Week Ahead – China GDP and UK December CPI Reports Eyed Amid Rate Cut Frenzy
China reports Q4 GDP data on Wednesday; is a rebound in store? CPI numbers due […]
Middle East Escalation Coincides With Oil Price Key Level
Oil is up 2.8% since the start of the day on Friday following a new […]
Australian Dollar Edges Up as China CPI Slips
China’s CPI declines by 0.3% Fed’s Mester pushes back against March rate cut expectations The […]
GBP/USD Yawns After Strong UK GDP
UK GDP rebounds to 0.3%, but economy remains weak US inflation hotter than expected at […]
Crypto Market Fluctuates But Does Not Move
Market picture Cryptocurrency market capitalisation is at the same level as the previous day at […]
US and UK Launch Airstrikes on Yemen’s Houthis
In focus today Following the airstrike launched by the US and UK against Houthi rebel […]
US CPI Bounce Goes Unheard, Focus on Bank Earnings
Yesterday’s US inflation report wasn’t exactly ideal. The headline inflation rose more than expected to […]
US: Core Inflation Inches Down to 3.9% in December
The Consumer Price Index (CPI) rose 0.3% month-on-month (m/m) in December, ahead of the consensus […]