Will Gold Continue Conquering Uncharted Territories?
With investors remaining convinced that the Fed will start cutting interest rates at some point […]
RBA Lowers Growth and Inflation Forecasts But Seems Nervous – August Board Meeting “is Live”
The RBA highlights the key to the policy debate – the risks to the inflation […]
European Central Bank Slows The Pace Of Monetary Tightening
Summary The European Central Bank (ECB) offered its latest monetary policy assessment today, delivering a […]
FOMC Raises Rates by 25 bps But Signals “Hawkish Pause”
Summary As widely expected, the FOMC raised its target range for the fed funds rate […]
RBA Board Hikes the Cash Rate by 0.25%
The decision to hike is the better policy option although not consistent with our interpretation […]
April Flashlight for the FOMC Blackout Period: Is the Tightening Cycle Coming to an End?
Summary We expect the FOMC to raise the target range for the fed funds rate […]
Canada’s Slowly Approaching Economic Slowdown
Summary Canada’s economy has made a solid start to 2023, with sturdy employment gains over […]
RBA Review Represents Significant Progress Although Some Challenges Remain
The Reserve Bank Review recommends extensive constructive changes but issues around the dual mandate; communication; […]
U.S. Dollar’s Reserve Currency Status Still Secure
Summary Over the last few weeks, headlines around the U.S. dollar losing its global reserve […]
RBA & RBNZ: Policy Divergence Down Under
Summary The Reserve Bank of Australia (RBA) paused its monetary tightening in April, holding its […]
US Dollar Price Action Setups for Q2: EUR/USD, GBP/USD, USD/JPY
US Dollar Talking Points: The US Dollar is nearing the completion of Q1 with a […]
Research US – Upbeat Macro Data Keeps the Fed on a Tightening Bias
Macro and banks’ balance sheet data covering the period after SVB’s collapse shows that immediate […]