Cliff Notes: Not Out of the Inflation Woods Just Yet
Key insights from the week that was. As expected, the RBA delivered a 25bp rate […]
Fed’s Musalem warns of inflation expectations unanchoring
St. Louis Fed President Alberto Musalem raised concerns overnight about inflation expectations becoming “unanchored”, emphasizing […]
Fed’s Bostic sees two rate cuts in 2025 but flags significant uncertainty
Atlanta Fed President Raphael Bostic noted his baseline expectation for two 25bps rate cuts later […]
USD/JPY Drops Below 150, Japan CPI to Decide Next Move
Yen continues to dominate the relatively quiet forex markets today, with USD/JPY slipping below the […]
US initial jobless claims rise to 219k vs exp 216k
US initial jobless claims rose 5k to 219k in the week ending February 15, above […]
Trump Bypasses Europe to End Ukraine War – Euro and Gold Fight for Attention
US and Russian officials meet to discuss peace without Ukraine. UK and EU shut out […]
Aussie Hits 2025 High on Strong Jobs Data
The Australian dollar has posted strong gains on Thursday. In the European session, AUD/USD is […]
USD/JPY Losses Accelerating to 150 as Investors Brace for Tomorrow’s Japanese Inflation Figures
Market German bunds heavily underperformed US Treasuries yesterday. Yields jumped between 4.6 and 6.4 bps […]
Consumer Confidence to Shed Light on European Economic Outlook
In focus today Large data prints are due in Denmark. We receive consumer confidence data […]
Fed’s Jefferson: No rush to cut rates as economy remains strong
Fed Vice Chairman Philip Jefferson said in a speech overnight that the central bank can […]
Fed’s Bostic keeps rate cuts on the table but stresses need for more data
Atlanta Fed President Raphael Bostic reiterated in an interview that rate cuts remain a possibility […]
Fed’s Kugler supports holding rates for some time
Fed Governor Adriana Kugler said overnight that it’s “appropriate to hold the federal funds rate […]