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 […]
Weekly Economic & Financial Commentary:
Summary United States: October Prices Give Fed Ability to Slow Pace of Rate Hikes Relief […]
The Weekly Bottom Line: Markets Cheer Inflation Easing a Touch
U.S. Highlights Republicans look to have won control of the House in this week’s midterm […]
Canadian Inflation to Lead a Flurry of Data Releases Next Week
Consumer price growth in Canada likely ticked higher in October. We expect the annual rate […]
The Great Deceleration
Equity markets are on course to end the week on a positive after Thursday’s US […]
What Just Happened With the Dollar?
Yesterday, the US reported headline and core CPI figures well below expectations. Stock markets around […]
Yen Extends Rally as Japan’s PPI Eases
The Japanese yen is taking a breather after posting huge gains on Thursday. In the […]
British Pound Extends Rally
The British pound has extended its gains today, following a huge Thursday. In the European […]