We May See Kneejerk Downleg in US (front-end) Yields and Dollar After Dot Plot Release
Markets Retail sales for November were solid on face value though the details offered a […]
Who Pays the Bill?
Canada joined the global political gloom. The sudden resignation of the finance minister on Monday […]
Fed Cut Coming Up
In focus today Focus today will be on tonight’s FOMC meeting. We expect a 25bp […]
Fed to Likely Cut Rates, But a Pause May Be Around the Corner
Fed is widely expected to cut rates by 25 bps on Wednesday But updated dot […]
Gold (XAU/USD) Traders Await Fed Meeting: Will Prices Rally or Fall?
Gold prices have dropped due to increased US Treasury yields, profit-taking, and the anticipation of […]
US: Retail Sales Remain Solid in November, Boosted by Strong Vehicle Sales
Retail sales rose 0.7% month-on-month (m/m) in November, an acceleration from the upwardly revised October’s […]
US retail sales rises 0.7% mom in Nov, ex-auto sales up 0.2% mom
US retail sales climbed 0.7% mom to USD 724.6B in November, surpassing market expectations of […]
Canada’s Minority Government on the Brink of Collapse
Markets Yesterday’s PMI releases in Europe and the US confirmed the ongoing divergence in growth […]
The Magic Combo
Europe appears to be coming apart one nation at a time’, writes Bloomberg to summarize […]
Recovering PMIs
In focus today In the afternoon, US November retail sales and industrial production are due […]
China Economic & FX Outlook: Scenario Analysis
Summary With China particularly sensitive to changes in U.S. trade and tariff policy, we find […]
Key FOMC Questions: Pause in January, Easing Path in 2025, and Neutral Rate
FOMC rate decision takes center stage today, with a 25bps rate cut widely anticipated, lowering […]