Weekly Focus – Rates Will Be Cut – But How Much and How Soon?
The strong decline in US and European bond yields continued in the second half of […]
Week Ahead – US Jobs Report and Eurozone Inflation to Kickstart the New Year
NFP report and Eurozone CPI will be the week’s focal point on Friday FOMC minutes […]
The Weekly Bottom Line: A Healthy Dose of Holiday Cheer’
U.S. Highlights Lower borrowing costs are showing up in the housing market with existing home […]
Week Ahead – Markets Wind Down for Holidays, Mind the Liquidity Gap
Quiet week ahead as FX markets enter holiday season Spotlight will fall mostly on some […]
Forward Guidance: December Jobs Data to Add to Evidence that Interest Rates Are High Enough
Forward Guidance will be on vacation next week, with the next edition to come January […]
Weekly Economic & Financial Commentary: A Win for the Doves
Summary United States: Consumers Maintain Spending Power Amid Slowing Price Growth Data released this week […]
The Weekly Bottom Line: Cuts! The Herald Angels Sing
U.S. Highlights The Federal Reserve held the policy rate steady at 5.25-5.5% at its final […]
Canadian CPI to Edge Back Below 3% in November
We expect Canadian inflation pressures to have moderated more in November. Headline inflation is expected […]
Week Ahead – BoJ Meets for the Last Time in 2023, US Core PCE and UK CPIs Also On Tap
Yen traders await BoJ decision for pivot clues US core PCE index the highlight of […]
Weekly Focus – Central Bankers Boost Christmas Spirit
Repricing continued in the rates markets this week as central bankers did little to talk […]
Cliff Notes: An Abrupt Change in Expectations
Key insights from the week that was. The latest edition of the Westpac-Melbourne Institute survey […]
Forex and Cryptocurrencies
EUR/USD: Continuation of the Rate War The labour market and inflation: these are the factors […]