Is the Geopolitical Rally in Gold Exhausted?
Gold prices retreat from recent highs, despite sharp drop in US yields It seems safe-haven […]
Eurozone Recession: Increasingly Possible, But Not Yet Inevitable
Summary The Eurozone has continued to deliver disappointing economic data as Q3 GDP shrank 0.1% […]
Could Surprise Indices Explain Market Movements?
Surprise indices are an easy way of mapping the current state of an economy Our […]
RBA Board Has Responded to Material Increase in Inflation Outlook
As we expected, the RBA Board raised the cash rate target by ¼ percentage point […]
Research US – Bond Yields Headed Lower Towards 2024
Bond market outlook remains blurred by high issuance, debt sustainability worries as well as uncertainty […]
Fed Review: Still on Track
The Fed maintained monetary policy unchanged in the November meeting as widely anticipated. We still […]
ECB Review: Not Rocking the Boat
As expected, ECB kept policy rates unchanged at today’s meeting and guided that they are […]
We Have Seen Enough for RBA’s Next Move to be an Increase
Last week we noted that the RBA would leave rates unchanged so long as they […]
Canada: Sluggish Growth, Slowing Inflation, Softer Currency
Summary Incoming data continues to point to increasing challenges and slower growth for the Canadian […]
Slowing Economic Momentum Enough for Bank of Canada to Hold Policy Rate at 5%
The Bank of Canada met expectations by maintaining the overnight rate at 5.0%, while stating […]
RBNZ: Hawks, Doves, and Kiwis
The RBNZ has had a tough balancing act to manage in recent months. Core inflation […]
November Flashlight for the FOMC Blackout Period
Summary We expect that the Federal Open Market Committee (FOMC) will leave the target range […]