China’s Rise To The World’s Largest Economy Is Delayed
Summary The U.S. economy remains the largest economy in the world. But, will the U.S. […]
Forecast 2024: Bitcoin Yesterday, Tomorrow, and the Day After
The main question, just a few years ago, was when the crypto bubble would burst. […]
Stock Market Outlook 2024: Soft Landings, Rate Cuts, and Elections
Stellar year for US stock markets, fueled by ‘soft landing’ hopes Can the rally persist […]
Commodities Year Ahead 2024: Fed Policy to Drive Gold, Oil to Dance to Rhythm of OPEC+
Gold enters uncharted territory twice in 2023 Fed policy to remain gold’s main driver in […]
2024 International Economic Outlook: Weathering the Storm
Summary Key Themes As we head into 2024, we are downbeat on the prospects for […]
ECB Review: A Conditional Push-Back
Today’s ECB policy meeting saw no changes to the policy rates, as unanimously expected across […]
Bank of England Review – Push-Back on Rate Cut Expectations
At today’s monetary policy meeting the BoE left the key policy rate unchanged at 5.25% […]
Fed Review: Rising Optimism
The Fed maintained its monetary policy unchanged as widely anticipated. Lower rate and inflation projections […]
FX Year Ahead 2024: As the Race to Cut Begins, Which Currency Will Come Out the Winner?
Will Fed officials be the first to cut rates or will the ECB beat them […]
RBA Gives Itself Time to Assess
As we expected, the RBA Board kept rates on hold following its December meeting. Information […]
December Flashlight for the FOMC Blackout Period
Summary We look for the FOMC to keep rates on hold at its December 13 […]
RBNZ Review: Talking Tough and Maybe Doing Something
The OCR remained at 5.5% as Westpac and the market had expected. The RBNZ’s projections […]