Running a Fine Line, With Scissors
Both the government and RBA are walking a fine line, but some budget decisions might […]
The Weekly Bottom Line: Canada – Jobs Surge Delays Rate Cut Bets
U.S. Highlights The Federal Reserve Senior Loan Officer Opinion Survey showed that most banks tightened […]
U.S. Inflation in April to Look Softer After Upside Surprises
All eyes will be on U.S. April inflation numbers on Wednesday after a string of […]
Week Ahead – US Inflation Numbers to Shake Fed Rate Cut Bets
Fed rate-cut speculators rest hopes on US inflation data After dovish BoE, pound traders turn […]
Cliff Notes: Staying the Course
Key insights from the week that was. Please complete this form before arriving for your […]
The Weekly Bottom Line: Holding Steady for Longer
U.S. Highlights The Federal Reserve held the policy rate steady this week and signaled that […]
Weekly Economic & Financial Commentary: Yen Falls to 34-Year Low, Prompting Possible BoJ Intervention
Summary United States: April Brings Signs of Cooling in Economic Growth Q2 began on a […]
Week Ahead – BoE and RBA Decisions Headline a Calm Week
Bank of England meets on Thursday, unlikely to signal rate cuts Reserve Bank of Australia […]
Weekly Focus – Spring Has Brought a More Muted Euro Area Price Pressure
Longer dated yields edged a bit lower in a week with few data surprises and […]
Could They? Should They?
The RBA is on hold until inflation falls further. A scenario necessitating a rate hike […]
Cliff Notes: Confidence Over Inflation Requires More Time
Key insights from the week that was. In Australia, partial updates on consumption came in […]
Yen’s Decline, Robust US Investor Confidence, and Aussie’s Rise
Last week’s market activity was shaped by several significant themes. Firstly, the Japanese Yen’s rapid […]