US: Income Higher, Spending Flat, Prices Slowing but Still Elevated in May
Personal income grew 0.4% month-on-month (m/m) in May, just above market expectations (0.3%). This marked […]
Canada’s Economy Stalls in April, But Swift Rebound Likely in May
The Canadian economy flatlined in April, coming in below Statistics Canada and consensus estimates of […]
Japanese Yen Flirts with 145, Core CPI Ticks Upwards
Japanese yen briefly falls below 145 line Tokyo Core CPI rises to 3.2% US GDP […]
Bullish US Stocks and Bearish JPY at Risk of Pain Trade in H2
Significant up move in G-20 2-year sovereign bond yields except for Japan & China. US […]
Japanese Data Showed a Mixed Picture
Markets US weekly jobless claims are notoriously volatile. Since a couple of weeks, markets took […]
US Grows, China Slows
Economic data released in the US yesterday further fueled the hawkish Federal Reserve (Fed) bets. […]
Focus on Flash HICP
Market movers today Today, markets will look closely at flash euro area HICP figures. The […]
We Confirm Our Call for 0.25% Increase in Cash Rate Next Week
The Reserve Bank Board meets next week on July 4. We confirm our view that […]
Cliff Notes: Persistence of Underlying Inflation Continues to Trouble Policy Makers
Key insights from the week that was. The main data release for Australia this week […]
USD/JPY Steady Ahead of Key Japanese Inflation Release
Japan releases Tokyo Core CPI on Friday USD/JPY moves closer to symbolic 145 line Ueda […]
Inflation (Headline and Core) Should Reaccelerate Due to Base Effects
Markets In yesterday’s Sintra panel discussion with ECB Lagarde, Fed Powell, BoE Bailey and BoJ […]
Fed Got Greenlight for More Hikes
US and European stocks were up on Wednesday. The US chipmakers dampened appetite across the […]