US Markets: End of Bear Market or Another Bear Market Rally?
The recent rally in the markets may not be over, argues Morgan Stanley, which, however, […]
Is Dollar Growth Over? Likely So
The dollar index lost 4% last week, the most significant drop since March 2020. Such […]
USD/JPY Claws Back
After a huge rally last week, the Japanese yen has reversed directions today. USD/JPY is […]
A Choppy Start
It’s been quite a choppy start to the trading week, with much of the focus […]
Post-CPI Market Reaction Calls an End to Very Strong Market Trends
Markets Last Thursday’s US October CPI release still dominates the debates. The relative small downward […]
Pound Traders Turn Gaze to UK Inflation Data and Budget Announcement
Despite the UK economy contracting by less than expected in Q3, investors continued to scale […]
Week Ahead: More Inflation Data, Crypto Crash, UK Fiscal Statement, and Retail Earnings
What a wild week it has been! On Thursday, markets saw a 7.4% move higher […]
Week Ahead – Moment of Truth
US After a round of soft inflation data triggered a buy-everything relief rally, Wall Street […]
Research US – Inflation Risks Are Not Over Yet
While markets have reacted very positively to the October CPI print, we continue to see […]
Is the Japanese Yen Setting Up for a Trend Reversal?
Interest rate differentials have crushed the Japanese yen. The currency is down 18% against the […]
Week Ahead – Spotlight Turns to Pound and Non-US Data after Dollar Bruising
After another US inflation surprise, CPI data will be dominating the agenda in most other […]
Weekly Focus – Geopolitics Takes Centre Stage
The central bank ‘pivot’ narrative got a boost from US CPI inflation surprising on the […]