We May See Kneejerk Downleg in US (front-end) Yields and Dollar After Dot Plot Release
Markets Retail sales for November were solid on face value though the details offered a […]
Fed Cut Coming Up
In focus today Focus today will be on tonight’s FOMC meeting. We expect a 25bp […]
Canada’s Minority Government on the Brink of Collapse
Markets Yesterday’s PMI releases in Europe and the US confirmed the ongoing divergence in growth […]
Recovering PMIs
In focus today In the afternoon, US November retail sales and industrial production are due […]
Gold Technical: A Less Dovish Fed May Reinforce a Medium-Term Corrective Decline
The proposed policies of Trumponomics 2.0 may ignite a further uptick in inflationary expectations in […]
Flash PMIs in focus
In focus today Today all eyes are on the euro area December flash PMIs as […]
Inflation Pressures and Yield Surge Anchor Dollar as Top Performer
Dollar ended as the strongest performer last week, boosted by a surge in U.S. Treasury […]
ECB Lowered Interest Rates by 25bp as Widely Expected
In focus today In the euro area, we receive data on industrial production from October, […]
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 […]
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 […]
Key FOMC Questions: Pause in January, Easing Path in 2025, and Neutral Rate
FOMC rate decision takes center stage today, with a 25bps rate cut widely anticipated, lowering […]