It Might Take Until Summer for Fed to Start Easing Cycle
Markets Fed Chair Powell signaled last week that the Fed wants additional confirmation that the […]
Weekly Focus – No New Signals from Central Banks
As expected, the ECB kept rates unchanged and did not provide new guidance. At the […]
Markets Price Higher Probability of ECB Rate Cut in April
In focus today US December Private Consumption Expenditures (PCE) data will be released today. Strong […]
2024 International Economic Outlook: Weathering the Storm
Summary Key Themes As we head into 2024, we are downbeat on the prospects for […]
USD/JPY Returns to the 148 Area
Markets The Bank of England’s ‘intrinsically dovish hold’ sharply contrasted with broader market trends since […]
Week Ahead – Fed, BoE, BoJ, SNB, SARB, CBRT and More to Look Forward To
Federal Reserve could be cautious as data continues to show economic resilience BoE may raise […]
Week Ahead – RBA rate decision, Fed speak and BoE monetary policy hearing
US The month started with a bang with the US jobs report but the following […]
Week Ahead – Focus Shifts Back to Data after Jackson Hole, NFP the Highlight
US Now that we heard from Fed Chair Powell at the Kansas City Fed’s Jackson […]
Stocks, Bonds Downbeat on Earnings Disappointment, Jobs Data
Stocks and bonds in the US fell yesterday. Stocks fell, sent down by a nearly […]
Week Ahead – US Inflation Data the Headline, BoC Ponders Another Hike, Possible RBNZ Pause
US This week is all about inflation. Annual inflation will tumble as energy prices drop […]
Week Ahead – FOMC Minutes and US Jobs Report Eyed, RBA May Hike Again
US It will be an eventful week, the ISM manufacturing report, the fourth of July […]