Cliff Notes: A Diverging Economic and Policy Outlook
Key insights from the week that was. With the domestic and international data calendar light, […]
Euro Rebound Falters Despite Easing Recession Fears; Can it be Salvaged?
Things are looking up in the euro area with business activity ticking higher in the […]
United Kingdom Economy Still Likely to Underwhelm in 2023
Summary While there have been some mildly encouraging developments in the recent U.K. data flow, […]
We Have Lifted Both RBA Cash Rate Forecast and FOMC Forecast
We have lifted our forecast terminal RBA cash rate from 3.85% to 4.1%. We have […]
What Does the Current Yield Curve Inversion Tell Us About Future Asset Performance?
Economists and market participants enjoy identifying indicators that, according to their analysis, reveal the future […]
What Does the New BoJ Governor Mean for Yen?
On February 14, the Japanese government officially nominated Kazuo Ueda for taking the helm at […]
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 […]