Bank of England Preview – A Dovish Hold; Limited EUR/GBP Downside Potential
We expect the Bank of England (BoE) to keep the Bank Rate unchanged at 5.25% […]
Week Ahead – BoJ, Fed and BoE Meetings: A Hike, a Hold and a Cut?
A trio of central bank decisions coming up from the BoJ, Fed and BoE One […]
Canadian GDP Growth to Slow, U.S. Fed to Stand Pat
The week ahead is a busy one on the data calendar with the release of […]
US: Consumers Close Q2 on an Upbeat Note, But Momentum Unlikely to be Sustained
Personal income grew 0.2% month-on-month (m/m) in June, down from May’s 0.4% gain, and below […]
USD/JPY Remains Volatile, US PCE Price Index Next
The Japanese yen has hit the brakes on this week’s impressive rally. USD/JPY is trading […]
Crypto Market Takes a Chance on Recovery
Market Picture The cryptocurrency market rallied 3.4% overnight to $2.4 trillion, taking advantage of the […]
Performance of Dollar Again Unconvincing, Mixed at Best
Markets The IT-driven risk-off initially supported a classic safe haven run on core bonds yesterday. […]
Cliff Notes: Waiting for a Clear Signal
Key insights from the week that was. In Australia, a scant local data calendar left […]
Events, My Dear Readers, Events
It helps to have a framework for thinking through the different events that might come […]
What to Expect from Markets in the Run Up to US Elections?
Presidential race dominates headlines and complicates Fed’s job Equities suffered in the two months leading […]
Fed Preview: Opening the Door But Not Pre-committing
We expect the Federal Reserve to maintain its monetary policy unchanged next week. Focus will […]
USD/JPY – Yen on a Tear, US GDP Blows Past Forecast
The Japanese yen continues to gain ground against the US dollar. USD/JPY is trading at […]