Is Dollar Growth Over? Likely So
The dollar index lost 4% last week, the most significant drop since March 2020. Such […]
USD/JPY Claws Back
After a huge rally last week, the Japanese yen has reversed directions today. USD/JPY is […]
Post-CPI Market Reaction Calls an End to Very Strong Market Trends
Markets Last Thursday’s US October CPI release still dominates the debates. The relative small downward […]
Week Ahead: More Inflation Data, Crypto Crash, UK Fiscal Statement, and Retail Earnings
What a wild week it has been! On Thursday, markets saw a 7.4% move higher […]
Week Ahead – Moment of Truth
US After a round of soft inflation data triggered a buy-everything relief rally, Wall Street […]
Research US – Inflation Risks Are Not Over Yet
While markets have reacted very positively to the October CPI print, we continue to see […]
Week Ahead – Spotlight Turns to Pound and Non-US Data after Dollar Bruising
After another US inflation surprise, CPI data will be dominating the agenda in most other […]
Weekly Focus – Geopolitics Takes Centre Stage
The central bank ‘pivot’ narrative got a boost from US CPI inflation surprising on the […]
Weekly Economic & Financial Commentary:
Summary United States: October Prices Give Fed Ability to Slow Pace of Rate Hikes Relief […]
The Weekly Bottom Line: Markets Cheer Inflation Easing a Touch
U.S. Highlights Republicans look to have won control of the House in this week’s midterm […]
Fed Waller: Start paying attention to the endpoint, not the pace
Fed Governor Christopher Waller said over the weekend, “we’re at a point we can start […]