Final Euro Area HICP Data to Reveal Inflation Drivers
In focus today Today, we receive the final euro area HICP data for December, which […]
USD/JPY: Yen Strength Elements Emerged Ahead of BoJ Meeting Next Week
Hawkish speeches from BoJ officials coupled with a softer US core CPI print for December […]
BoE Taylor Stroke a Dovish Tone in His First Public Speech
Markets US December CPI numbers avoided a feared acceleration and triggered a cross-asset relief move. […]
Israel-Gaza Ceasefire After 15-Months
In focus today From the US, initial jobless claims and retail sales will provide markets […]
Inflation Watch: UK Softer-Than-Expected, US Next
Sentiment was slightly better and the dollar was slightly lower on Tuesday on the back […]
Optimism Out of the Window?
The bond selloff continues. The US 2-year yield on Monday spiked to 4.42% – the […]
US December PPI Sets Stage for CPI Tomorrow
In focus today From the US, the December PPI data will provide markets with an […]
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 […]
Serious Divergence Between USD/JPY and US Yields Explains the Strength of JPY Due to Risk-off
USDJPY moved slightly to the upside on Friday, but it was mostly just a spike, […]
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 […]
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 […]