Fed Preview: What It Takes for the Fed to Cut Rates
Fed Preview: What It Takes for the Fed to Cut Rates The Fed looks keen […]
January Flashlight for the FOMC Blackout Period
Summary Pieces have fallen into place since the FOMC’s last meeting on December 14 to […]
Inflation Dynamics Point to RBA’s Tightening Cycle Peaking after the FOMC
The central issue for the economies and markets will be the evolution of inflation over […]
An Improving Outlook for the Eurozone Economy and Currency
Summary Recent developments hint at some improvement in the outlook for what will still be […]
Fed Nears a Hiking Pause – History Points to Recession and Possible October 2023 Rate Cut
The Federal Reserve Bank has been on an aggressive tightening path since March 2022. A […]
Gold Goes on a Winning Streak, Can It Rise Further in 2023?
Gold prices started the year with a powerful rally, capitalizing on hopes that the Fed […]
Is Oil Stuck Between a Rock and a Hard Place?
After trading in a rollercoaster manner in 2022, oil seems to be starting the new […]
Good News is Bad News for the Fed
Good News is Bad News for the Fed Leading indicators point towards a turnaround in […]
China Outlook: Earlier Reopening to Drive Faster Rebound
The Chinese reopening happened faster than we expected, leading us to revise the growth profile […]
Could the Famous “Five-Day” Rule Reveal the Market Direction for the New Trading Year?
The start of each trading year is usually tricky for market participants as they leave […]
BoJ Tweaks YCC – Global Bond Market Takes a Hit
Bank of Japan (BoJ) surprised the market this morning by raising the upper band on […]