Markets Weekly Outlook – Gold Hits New ATH Ahead of Jackson Hole Symposium
Gold reaches a new all-time high as markets reassess rate cut expectations after evaluating resilient […]
Week Ahead – Jackson Hole and PMIs Enter the Spotlight
As recession fears ease, investors lock gaze on Jackson Hole Eurozone and UK PMIs to […]
Weekly Focus – From Fear of Inflation to Fear of Slowdown
Over the summer, we have seen big moves in financial markets largely reflecting conflicting views […]
Cliff Notes: Labour Market Critical to the Medium-Term Outlook
Key insights from the week that was. In Australia, the week started on a slightly […]
US CPI Backs Fed Rate Cut Expectations
It’s been two weeks since I left, and in that time, the markets plunged into […]
Three Times CPI on the Menu
In focus today Today we get CPI numbers out of the US, UK, and Sweden. […]
Asian Markets Bounce Back; Eyes on Local Data, Not Just US CPI
Asian equities extend rebound ahead of key data Japanese GDP, Aussie jobs and Chinese indicators […]
US July Producer Price Inflation Today Serves as Amuse-Bouche Ahead of Consumer Prices Tomorrow
Markets Japanese stock markets outperform this morning (Nikkei +3%) after returning from a long weekend […]
Japan’s PPI rises to 3% yoy as Yen weakness fuels import costs surge
Japan’s Producer Price Index rose by 3.0% yoy in July, aligning with market expectations and […]
Research Japan: Hawkish BoJ Keen on More Hikes
The BoJ has taken up a much more aggressive strategy and we no longer expect […]
Markets Weekly Outlook – US CPI to Test Markets Following Tumultuous Week
US equities rebounded from a selloff earlier in the week, ending slightly higher. However, caution […]
Japan’s Q2 GDP grows 0.8% qoq on strong consumption and capital spending
Japan’s economy showed stronger-than-expected growth in Q2, with real GDP rising by 0.8% qoq, surpassing […]