RBNZ to Deliver Some Pre-Xmas Cheer in November
Today’s CPI showed some welcome reduction in headline inflation. Services sector inflation is easing only […]
Gold’s Astounding Rally and the Challenges Ahead
Gold gains around 18% year-to-date But is it time for the uptrend to cool down […]
A September Fed Rate Cut Could Lead to Easing Spree During end-2024
Market prices in at least two rate cuts from Fed ECB, BoE expected to follow […]
What Would RBNZ Need to See to Start Cutting?
Surprisingly, the RBNZ’s July OCR Review was markedly less hawkish than the May Statement. The […]
June CPI: September Rate Cut Incoming
Summary This morning’s CPI report was arguably the most encouraging one the FOMC has received […]
RBNZ Review: Keeping It Tight… For a While
The RBNZ left the OCR at 5.5% as expected. The RBNZ took a more dovish […]
U.K.: Firming Growth, Lingering Inflation, Suggest Cautious Bank Of England
Summary The first half of 2024 has seen a gradual, but clearly perceptible, improvement in […]
French Election No Majority, No Spending Surge, But Continued Uncertainty
No party secured an absolute majority in the French National Assembly, leaving it highly fractured […]
French Election: Public Spending Not Set to Rise Significantly
Initial projections, alongside statements from Macron and Melenchon on Sunday, indicate that the most probable […]
Is a China-Taiwan Conflict Likely? Watch the Region’s Stock Market Indexes
The U.S. government in early May sanctioned 300 Chinese entities for supplying machine tools and […]
Is France Headed for Political Stalemate and How Bad is this for Euro?
Far-right National Rally party maintains lead ahead of June 30 first round of votes But […]
What Could UK General Election Mean for Pound?
UK citizens head to the ballots on July 4 Opinion polls point to a Labour […]