More volatility: Yes. More Certainty on Fed: no
Markets More volatility: yes. More certainty on the outcome of next week’s Fed meeting: no. […]
Low Spirits
Last week ended on an ugly note, really, as the jobs data from the US […]
An Eventful Week Ahead
In focus today In the euro area, we receive the Sentix investor confidence indicator, which […]
Market Jitters Rise as Indecisive Fed Outlook Sparks Risk Aversion Across Assets
Investors expressed clear dissatisfaction with last week’s US non-farm payroll report, not much due to […]
Markets Weekly Outlook – ECB Rates, China and US Presidential Debate in Focus
US jobs data missed estimates, keeping recessionary fears very much in play. US Equities continue […]
The Weekly Bottom Line: With Employment Slowing, The Time to Cut is Here
U.S. Highlights The U.S. added fewer jobs than expected in August, even as wage growth […]
Weekly Economic & Financial Commentary: Rate Cut at Sept. 18 FOMC Meeting, 25 bps or 50 bps?
Summary United States: Rate Cuts Incoming The August jobs report did little to settle the […]
U.S. Inflation Print Expected to Tee Up First Fed Interest Rate Cut Since 2020
Headline U.S. inflation for August on Wednesday is expected to fall to 2.5% after dipping […]
Week Ahead – ECB Poised to Cut Again, US CPI to Get Final Say on Size of Fed Cut
ECB is expected to ease again, but will it be another ‘hawkish cut’? US CPI […]
Weekly Focus – Focus on US CPI and ECB meeting
This week, we published our updated macroeconomic projections for the main economies and the Nordics. We […]
August Employment: Size of September Rate Cut Remains Unsettled
Summary The August employment report indicated that while the jobs market is not unraveling, it […]
US NFP grows 142k in Aug, unemployment rate ticks down to 4.2%
US non-farm payroll employment rose 142k in August, missing expectation of 163k. Growth was also […]