A Speech by Fed Waller is a Wildcard
Markets Consensus-beating June US retail sales only temporary interfered with reigning market momentum. Core retail […]
September 25 bps Fed Rate Cut Fully Discounted
Markets Fed Chair Powell in an interview at the Economic Club of Washington DC didn’t […]
Dollar Losing Interest Rate Support at Stealth Pace
Markets The US dollar is losing interest rate support at stealth pace. Since the awful […]
Dollar Plummets as Markets Brace for Double or Even Triple Fed Rate Cuts This Year
Dollar weakened broadly last weeks market expectations on Fed’s policy path shifted dramatically. The June […]
Fed Chair Explicitly Said He Didn’t Intend to Give Any Rate Timing Signals
Markets Fed Chair Powell before Congress yesterday reiterated that the US economy is coming into […]
We Expect Fed Chair to Hold a Mildly Dovish Tone
Markets A surprise but inconclusive outcome of the French parliamentary election after some initial jitters […]
USD/JPY: Soft US Data Offers a Potential Relief Rally for JPY
Lacklustre US non-farm payrolls & ISM Services PMI for June has led to a further […]
France Election Outcome Mixed Bag for Euro
Markets The US payrolls added to recent evidence that the US labour market might be […]
Pound Outshines as Dollar Sinks, Yen Stabilizing
The past week marked a significant downturn for Dollar, which found itself at the bottom […]
Weekly Economic & Financial Commentary: Because I Was Inverted
Summary United States: No Fireworks from the June Jobs Report It was a holiday-shortened week […]
Anything But a Significant NFP Beat Probably Triggers Higher Bond Prices and Weaker Dollar
Markets An uneventful session yesterday put the UK elections in the spotlights. It’s already clear […]