Bets on June Fed Rate Cut Abandoned, Dollar Asserts Dominance
The financial markets were jolted last week by data confirming the stall in disinflation progress […]
Will US Retail Sales Add Juice to the Dollar’s Rally?
US retail sales will hit the markets at 12:30 GMT Monday Early Easter holiday likely […]
No Surprises from ECB
In focus today In the euro area, focus today is on final March inflation data […]
ECB Review: The Direction is Clear
Today, the ECB decided to leave policy rates unchanged as unanimously expected. A rate cut […]
What’s Behind the US Economy’s Resilience?
US economy is still sizzling, outperforming other regions Several factors behind this strength, such as […]
USD/JPY Technical: Rising US Treasury-JGB Yield Spreads Outweigh BoJ’s Intervention Risk
A firmer March’s US CPI has altered the relative fundamentals narrative between the US & […]
ECB Meets Today But the Decision Itself (Status Quo) Won’t Be Surprising
Markets Above-consensus CPI, driven by low 2023 base effects and far more important by (very) […]
Markets Trim Fed Rate Cut Expectations Amid High US CPI
In focus today Today’s focus will be the ECB meeting where we expect no change […]
Gold Temporarily Ignores Negative News
Gold has been hitting all-time highs almost daily for the past two weeks, reaching $2365 […]
ECB Bank Lending Survey Will Give Insights into Credit Conditions
In focus today Today, we look out for the ECB bank lending survey for Q1 […]
SPX 500: Fed Dovish Pivot Narrative is at Risk
Higher oil prices have led to higher inflationary expectations in the US via the breakeven […]
US Money Markets Increasingly Push a First Cut by Fed Further into Time
Markets Friday’s March payrolls were strong across the board. Employment topped all estimates by growing […]