China Economic & FX Outlook: Scenario Analysis
Summary With China particularly sensitive to changes in U.S. trade and tariff policy, we find […]
Market Year Wrap 2024: Key Highlights and Outlook for 2025
The year 2024 has been a transformative period in the global financial markets, characterised by […]
Gold Technical: A Less Dovish Fed May Reinforce a Medium-Term Corrective Decline
The proposed policies of Trumponomics 2.0 may ignite a further uptick in inflationary expectations in […]
Markets Start With Mild Risk-Off Mood, Central Bank Bonanza Continues
The forex market began the week on a subdued note, with mild risk-off sentiment setting […]
Asian Markets Mostly Trade in Negative Territory
Markets German and EMU yields on Friday initially only showed minor gains, but finally extended […]
France Downgraded
China’s latest efforts to convince investors that it will boost its economy with great stimulus […]
Inflation Pressures and Yield Surge Anchor Dollar as Top Performer
Dollar ended as the strongest performer last week, boosted by a surge in U.S. Treasury […]
The Weekly Bottom Line: No More 50s in ‘25
Canadian Highlights The Bank of Canada lowered its policy rate by 50 bps to 3.25%. […]
Weekly Economic & Financial Commentary: Sticky Inflation, Sticky Wicket for the Fed
Summary United States: Sticky Inflation, Sticky Wicket for the Fed Price data this week showed […]
Markets Weekly Outlook – Will Fed Rate Cut and BoJ Decision Spur Volatility?
Markets had a volatile week, with US 100 (Nasdaq 100) reaching new highs and a […]
Canadian Inflation Likely Headed Lower, U.S. Fed to Cut by 25 bps
Canadian consumer price index growth is expected to have eased slightly in November after picking […]
US PMI services surge to 38-mth high, upturn to persist into new year
The US economy ended 2024 on a strong note, propelled by robust activity in the […]