Geopolitical Radar – EU-China Trade Tensions Brewing, Ukraine Makes Advance
EU-China trade tensions are brewing with an EU probe into Chinese EV subsidies. US weapons […]
ECB Review: Confirmed – A Final Rate Hike, But Restrictive Policies Not Over
Today, the ECB delivered a 25bp rate hike and indicated that it is now on […]
Swiss Franc Shines Bright, But Will SNB Clip Its Wings?
Stellar year for Swiss franc, tied for best-performing major currency End to negative rates, FX […]
September Flashlight for the FOMC Blackout Period
Summary We look for the FOMC to keep its target range for the federal funds […]
ECB Preview: A Final Rate Hike, But Restrictive Policies Are Not Over
ECB Preview: A Final Rate Hike, But Restrictive Policies Are Not Over We expect the […]
With Clouds Gathering Over the UK Economy, What’s Next for Pound?
Although the Bank of England is expected to keep raising rates for a while longer, […]
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 […]