Global FX: A Sudden and Decisive Change in Sentiment
The past month has seen an abrupt turn in sentiment towards the US economy and […]
What Next: BoJ, Fed, SNB & BoE Rates
The new week will be packed with economic data and decisions from key central banks. […]
Currency Markets Consolidate as Trader Start Repositioning for Tariff Battles in April
The past week in the currency markets was marked more by consolidation than decisive moves, […]
The Weekly Bottom Line: Markets Tumble as Continued Trade Fights Reignite Recession Concerns
Canadian Highlights Markets were on edge this week as the U.S. followed through on its […]
Weekly Economic & Financial Commentary: Steel Yourself for a Section 232 Revival
Summary United States: Hard to Get a Clear View on Restless Waters Amid rising uncertainty, […]
Fed Expected to Keep Interest Rates on Hold, Canadian Price Growth to Move Higher
The balance of risk around the U.S.’s growth may be shifting, but government data still […]
Fed Preview: Aiming for Stability
We expect the Fed to maintain its monetary policy unchanged in March, in line with […]
Week Ahead – Central Banks in Focus Amid Trade War Turmoil
Fed decides on policy amid recession fears. Yen traders lock gaze on BoJ for hike […]
Weekly Focus – Trade War Escalation Weighs on Markets
An intensifying trade war weighed on risk appetite in a week when particularly US equities […]
Caught in the ‘Net’
A single event or trend never occurs in isolation. Reactions to it, as well as […]
With Uncertainty on Russian Reaction Some Further Euro Caution Might Prevail
Markets In a not that distant past EMU (equity) markets often were dominated by caution/reluctance, […]
US Michigan consumer sentiment plunges to 57.9, inflation expectation jumps to 4.9%
US consumer confidence took another sharp downturn in March, with University of Michigan Consumer Sentiment […]