Fed Preview: Gauging for Neutral
We expect the Fed to cut the policy rate target by 25bp in the December […]
Weekly Focus – The Season for Rate Cuts
As economic data continues to confirm that the inflation problem is more or less over, […]
Week Ahead – Fed, BoJ and BoE Conclude End-Year Policy Decisions
Fed seen cutting in December, pausing in January BoJ leans towards keeping rates steady BoE […]
Cliff Notes: The Detail Matters
Key insights from the week that was. While the RBA’s decision to leave the cash […]
December Flashlight for the FOMC Blackout Period: Slower Pace of Easing on the Horizon
Summary We expect the FOMC will reduce the federal funds rate by 25 bps at […]
Year Ahead – Gold’s Golden Year: Will It Shine Even Brighter in 2025?
Gold has added almost 30% during 2024 Fed policy could continue to impact the precious metal in 2025 Geopolitical tensions […]
US initial jobless claims rise to 242k, above exp 221k
US initial jobless claims rose 17k to 242k in the week ending December 7, above […]
ECB Will Conduct a Third Consecutive (and 4th in total) 25 bps Rate Cut
Markets November US CPI data came in bang in line with consensus. Monthly growth of […]
Rates and Chips
Yesterday’s US inflation data was the last possible barrier to the much-expected extra 25bp cut […]
US: Headline Inflation Ticks Higher in November, While Core Holds Steady
The Consumer Price Index (CPI) rose 0.3% month-on-month (m/m) in November, after rising 0.2% m/m […]
US PPI up 0.4% mom, 3.0% yoy, highest annual rise since Feb 2023
US PPI for final demand rose 0.4% mom in November, above expectation of 0.3% mom. […]