European Central Banks Quickening Pace Of Their Monetary Easing
Summary The European Central Bank (ECB) initially adopted a cautious and gradual approach to rate […]
Soft-Landing, or No Soft-Landing, That is the Question: Part V
Part V: The FOMC, Blue Chip or the New Framework: Predicting the Fed Funds Rate […]
RBA on Gold, Seeking Sustainable Disinflation
RBA remains on hold at 4.35% as expected. The Board remains vigilant to upside risks […]
Carry Trade to Give Way to Longer-Term Investment in Asian Growth
Attractive growth opportunities in Asia will support currencies and yields despite a narrowing rate differential […]
Stocks’ Positive Reaction Might Continue Until the Second Fed Rate Cut
The Fed announced its first rate cut with a relatively balanced rhetoric History points to […]
Bank of England Review – Gradual Easing Cycle Supports GBP
At today’s monetary policy meeting the BoE left the Bank Rate unchanged at 5.00% as […]
Fed Review: Going for the Soft Landing
The Federal Reserve cut rates by 50bp in the September meeting, against our call for […]
FOMC Starts Easing Cycle With a Bang
Summary The FOMC surprised some market participants today by reducing the target range for the […]
How Will US Elections Impact the Markets?
Harris takes the lead in most polls as Trump’s campaign stalls But what does a […]
Soft-Landing, or No Soft-Landing, That Is the Question: Part IV
Part IV: A New Framework to Predict Probability of Monetary Policy Pivots Summary The fourth […]
European Central Bank Continues Carefully Along Its Rate Cut Path
Summary The European Central Bank (ECB) delivered a widely expected 25 bps cut to its […]
Can Gold Prices Surge to New All-Time Highs by Year End?
Gold increases 21% so far this year US data and geopolitical tensions are driving gold Bigger picture remains […]