Could the Market Price in an ECB Rate Cut in March?
Data have to turn quickly negative for the March gathering to become live Market assigns […]
In a World Gone Bananas, Don’t Squash the Other Fruit
Policy interest rates needed to increase from their pandemic lows, but there is a question […]
Market Continues to Price in Aggressive Rate Cuts for 2024
The 2024 market theme remains for several rate cuts from most central banks Fed is […]
Global Implications of a Soft U.S. Landing
Summary The continued resilience in U.S. activity has prompted a significant shift in our outlook […]
U.K. Slowdown Could Hasten BoE Easing, But By How Much?
Summary The U.K. economic environment remains challenging, with Q3 GDP contracting slightly and the fourth […]
USD/JPY: 2023 Review and 2024 Forecast
According to statistics, USD/JPY (US Dollar/Japanese Yen) is among the top three most traded currency […]
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 […]