Waiting on Speech by Fed Powell With Second Tier US Data
Markets Core bond yields grinded higher yesterday in a news-poor trading session. With the move […]
SNB to Cut Rates by 25bp Today, But It’s a Close Call
In focus today Today, we expect the SNB to cut policy rates by 25bp to […]
Fed’s Kugler backs more rate cuts as focus shifts to employment
Fed Governor Adriana Kugler expressed “strong” support for last week’s 50bps rate cut, signaling her […]
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 […]
Riksbank to Deliver 25bp Cut Today
In focus today The most important event today will be the Riksbank’s rate decision at […]
Equities Extend Rally on China Stimulus, Fed Cut Bets
Let’s continue to count. 41. The S&P500 celebrated its 41st record high yesterday. Even though […]
Gold (XAU/USD) Prices Underpinned by Geopolitics, China Stimulus and ETF Flows, $2650 Up Next
Gold prices advance, underpinned by ETF Flows, China stimulus and safe haven flows, Gold ETF […]
US consumer confidence falls to 98.7, largest slump since 2021
US Conference Board Consumer Confidence Index experienced a sharp drop in September, falling from 103.3 […]
Will Core PCE Inflation Corroborate Bets for Another Double Fed Cut?
Fed cuts by 50bps, sees another 50bps by December Investors turn more dovish, which implies […]
China Announces Broad Monetary Stimulus
In focus today In Germany, we receive the Ifo growth indicator for September. In August, […]
US durable goods orders flat in Aug ex-transport rises 0.5% mom
US durable goods orders rose 0.0% mom to USD 289.7B in August, much better than […]