The Weekly Bottom Line: Inflation Breaks Its Heat Streak
U.S. Highlights After three consecutive months of hotter-than-expected inflation, consumer prices in the U.S. finally […]
Weekly Economic & Financial Commentary: Fed Rate Cuts Back on the Table?
Summary United States: Let’s Wait and See There was no shortage of economic data this […]
Week Ahead – Flash PMIs, UK & Japan CPIs in Focus; RBNZ to Hold Rates
After cool US CPI, attention shifts to UK and Japanese inflation Flash PMIs will be […]
Pound Edges Lower, Markets Eye FedSpeak
The British pound is down slightly on Friday. GBP/USD is down 0.14%, trading at 1.2648 […]
Chinese Data Showed a Mixed, Rather Unconvincing Picture
Markets Triggered by Fed chair Powell ruling out a hike, then reinforced by sub-consensus payrolls […]
The Elephant in the Room
All major US indices advanced to fresh ATH yesterday; the S&P500 and Nasdaq 100 traded […]
Selling Pressure Shifts to Yen and Swiss Franc, Dollar Recovers on Fed’s Hawkish Remarks
Yen’s selloff resumed after brief recovery yesterday and continued to weaken throughout Asian session. Markets […]
Cliff Notes: Short-Term Risks and Long-Term Opportunity
Key insights from the week that was. On Budget 2024-25, our bulletin and conversation with […]
US import price index rises 0.9% mom in Apr, highest since Mar 2022
US import price index rose 0.9% mom in April, well above expectation of 0.2% mom. […]
US initial jobless claims falls to 222k, slightly above expectations
US initial jobless claims fell -10k to 222k in the week ending May 11, slightly […]
Australian Dollar Surges After US Inflation Ease
The Australian dollar is lower on Thursday after surging 0.98% a day earlier. AUD/USD is […]
Fed’s Mester, Bostic, and Barkin signal extended restrictive stance
Some Fed officials have emphasized overnight the need for a extended period of restrictive monetary […]