Week Ahead – Inflation Issues Sinking In
US Disinflation trends are struggling and now Wall Street will look to see if improving […]
US Core PCE Comes in Stronger than Expected; US Dollar Bid
With strong inflation data lately and Fed speakers remaining hawkish, many traders were expecting the […]
Week Ahead – US ISM PMIs and Eurozone CPI Data Enter the Spotlight
Following a relatively busy week, the calendar becomes lighter next week. However, that doesn’t mean […]
Weekly Focus – Geopolitical and Inflation Risks Remain Elevated
The upbeat macro data releases continued to push markets towards pricing in tighter financial conditions. […]
Forex Friday: USD/JPY, USD/CNH, USD/CHF and EUR/JPY
Welcome to another edition of Forex Friday, a weekly report in which we discuss selected […]
Gold Bulls Pick a Fight with the Fed
Gold prices have been falling all month, and it opens the question whether this is […]
Cliff Notes: Mixed Signals to Keep Central Banks on Tightening Path
Key insights from the week that was. Critical data for Australia’s economy was mixed this […]
We Have Lifted Both RBA Cash Rate Forecast and FOMC Forecast
We have lifted our forecast terminal RBA cash rate from 3.85% to 4.1%. We have […]
US Labour Market Remains Strong
Weekly jobless claims in the US were once again better than expected. This further confirms […]
US: Fourth Quarter Growth Appeared Strong on the Surface, But Underlying Details Remain Soft
The second estimate of fourth quarter real GDP expanded by 2.7% quarter-over-quarter (q/q, annualized) – […]
A Pinch of Salt
Equity markets are heading for a positive start to the session, paring Wednesday’s gains as […]
US PCE inflation rose to 5.4% yoy, PCE core rose to 4.7% yoy
US personal income rose 0.6% mom or USD 131.1B in January, below expectation of 1.0% […]