AUD/USD: Aussie Bears Have Taken a Foothold Reinforced by Longer-Term US Treasury Yield Premiums
A higher 10-year yield premium of the US Treasuries over Australian sovereign bonds has reduced […]
December Payrolls Shifted the Needle from Two to Only One Additional 25 bps Fed Rate Cut This Year
Markets US December payrolls shifted the needle of US money markets from two to only […]
Fed Hawks Progress on Strong Data, Oil Jumps
Surprise! The US economy added more than 250K new nonfarm jobs in December, some 90K […]
Week of Inflation Releases, US CPI in Focus
In focus today Today will be quiet in terms of data releases, as we anticipate […]
Dollar Gains Momentum as Fed Cuts Come Into Question
The US markets last week were shaped by two dominant themes: uncertainty surrounding trade policies […]
The Weekly Bottom Line: Little Sign of Slowing Down
Canadian Highlights Canada’s job market ended 2024 on a high note. The economy added the […]
Weekly Economic & Financial Commentary: Cutting Rates, but Higher Yields
Summary United States: A Matter of Conditioning and a Matter of Fact This week brought […]
Limited U.S. Inflation Easing Not Enough to Support Another Fed Rate Cut
December’s U.S. consumer price index release on Wednesday will be the last major data print […]
Markets Weekly Outlook – Fed Policy in Focus as US Inflation Lies Ahead
Strong US Jobs Report Impacts Fed Expectations with some analysts now predicting no cuts at […]
US December CPI Preview: Concerns About Sticky Inflation to Linger
Summary The December CPI report should indicate that the underlying trend in inflation is not […]
Weekly Focus – Bracing for Trump 2.0
A new year is upon us and for sure it shapes up to be another […]
US Payrolls Surge in December and Unemployment Rate Ticks Down to 4.1%
The U.S. economy added 256k jobs in December, well above the consensus forecast calling for […]