Canadian GDP estimates to show slower Q4 but resilient January
Next week’s GDP report will likely show output up a modest 1.5% (annualized) in the […]
Week Ahead – Inflation Issues Sinking In
US Disinflation trends are struggling and now Wall Street will look to see if improving […]
Could Economy Finally Allow BoJ to Plot a Course Towards Normalization?
With the market dissecting BoJ governor nominee Ueda’s appearance at the House of Representatives, next week brings a […]
Week Ahead – US ISM PMIs and Eurozone CPI Data Enter the Spotlight
Following a relatively busy week, the calendar becomes lighter next week. However, that doesn’t mean […]
Weekly Focus – Geopolitical and Inflation Risks Remain Elevated
The upbeat macro data releases continued to push markets towards pricing in tighter financial conditions. […]
Forex Friday: USD/JPY, USD/CNH, USD/CHF and EUR/JPY
Welcome to another edition of Forex Friday, a weekly report in which we discuss selected […]
Yen Enters a New Downfall
Consumer prices in Japan continue to rise steadily, but this is of little concern to […]
Gold Bulls Pick a Fight with the Fed
Gold prices have been falling all month, and it opens the question whether this is […]
Yen Edges Lower after BoJ’s Ueda Testimony
The Japanese yen is slightly weaker on Friday. In the European session, USD/JPY is trading […]
Cliff Notes: Mixed Signals to Keep Central Banks on Tightening Path
Key insights from the week that was. Critical data for Australia’s economy was mixed this […]
We Have Lifted Both RBA Cash Rate Forecast and FOMC Forecast
We have lifted our forecast terminal RBA cash rate from 3.85% to 4.1%. We have […]
US Labour Market Remains Strong
Weekly jobless claims in the US were once again better than expected. This further confirms […]