US – Soft Landing to No Landing?
US – Soft landing to no landing? From soft landing to no landing? The turnaround […]
Is the Dollar Staging a Comeback?
Following last week’s robust US data, the dollar surged against all its major counterparts, gaining […]
Central Banks Actions – What is the Market Pricing In for the Remainder of 2023?
The first round of central bank meetings for 2023 has been completed. The RBA was the latest […]
US-China Relations Turn Sour Again
After a period of some improvement in US-China relations since the Xi-Biden meeting in November, […]
ECB Review – Markets Conclude ECB is Close to Being Done
ECB Review – Markets Conclude ECB is Close to Being Done The ECB hiked policy […]
Bank of England Review – 50bp Hike Today and a Final 25bp Hike in Store for March
Bank of England Review – 50bp Hike Today and a Final 25bp Hike in Store […]
Europe’s Central Banks Deliver Another Rate Hike Dose
Summary The European Central Bank (ECB) delivered a 50 basis point increase in its Deposit […]
An End to the Tightening Cycle is on the FOMC’s Horizon
While rates are likely to remain at peak to end-2023 to guard against inflation risks, […]
FOMC Hikes Rates and Signals Yet More to Come
Summary As universally expected, the FOMC raised its target range for the federal funds rate […]
Will USDJPY Slide Lower in 2023?
Last year was tough for the Japanese yen. USDJPY gained more than 30% over 2022, […]
Voting Rotation, Hawkishness and the Next ECB Meeting in Sight
The ECB prepares to hold its first rate-setting meeting for 2023 on February 2. The […]
NZ CPI Review: Lower RBNZ OCR Peak Now Expected
NZ CPI Review: Lower RBNZ OCR Peak Now Expected We have revised down our forecast […]