Has Euro/Dollar Entered Bearish Trend or Is It in Correction?
With economic numbers out of the Eurozone heightening recession concerns, and US data keep pointing […]
RBA Board Left the Cash Rate Unchanged at 4.1%
The Governor’s decision statement was widely anticipated including maintaining the soft tightening bias. The decision […]
Powell at Jackson Hole: Fed Committed to 2% Inflation But Agility Required
Summary Fed Chair Jerome Powell reiterated the FOMC’s commitment to bring inflation down to 2% […]
Fed Chair Powell on “Navigating by the Stars Under Cloudy Skies”
At the Federal Reserve Bank of Kansas City’s Jackson Hole Symposium, Federal Reserve Chair Jay […]
China’s Crisis of Confidence
China’s economy needs active intervention by policy makers. If timely and articulated well, growth can […]
Downside Risks on the Rise – Scenarios for Chinese Growth
Financial stress is on the rise turning focus yet again on whether China is heading […]
Performance of Key Market Instruments When 10-year US Yield Rises Above 4%
August is traditionally seen as a quiet month, but once again significant developments are taking […]
Will Japan Intervene to Rescue the Battered Yen?
The Japanese yen has resumed its meltdown, falling victim to widening rate differentials and rising […]
RBNZ Review: Steady as She… Oh Wait!
OCR remained at 5.5% as Westpac and the market had expected. The RBNZ’s forecasts for […]
Minutes to RBA’s August Meeting Strike a More Optimistic Tone
The minutes of the Reserve Bank Board’s August meeting show a further evolution consistent with […]
Could July’s ECB Rate Hike Curse Reappear and Cause Significant Euro Underperformance Until Year-end?
The month of July tends to bring confusing memories for ECB followers due to the […]
Is Recession Coming? Framework Says Yes
Summary Last year, we released a three-report series that outlined a couple methods to predict […]