AUD/USD: “Trump Trade” Overshadowed Cautiously Hawkish RBA, At Risk of Further Downside
US President-elect Trump’s proposed policies may trigger a further upside movement on longer-term US Treasury […]
Fed Powell Said Too Soon to Say How Trump Administration’s Policies Would Reshape Outlook
Markets The barrage of central bank meetings in Sweden, Norway, the Czech Republic and the […]
China to Unveil Fiscal Stimulus Package
In focus today Today, we should finally get actual numbers on China’s fiscal stimulus as […]
Bank of England Review – Gradual Easing Supports a Stronger GBP
At today’s monetary policy meeting the BoE cut the Bank Rate by 25bp to 4.75%, […]
After Outsized Politically-Driven Repositioning, Markets Return to Normal Dynamics
Markets The Republican hattrick trigged the most pure version of the America First trade. US […]
Fed rate cut expected with Powell’s tone on inflation in focus
Fed is widely anticipated to announce a 25bps rate cut today, lower the federal funds […]
Market Fully Resorting to Basics of Trump-Trade
Markets At the moment of writing, the outcome of the US elections is still a […]
Trump Trade in Full Swing
We’re on the cusp of the US election results. They’re starting to trickle in, pointing […]
Trump in the Lead – House Control Still Up in the Air
In focus today Today, the US election dominates the spotlight as investors eagerly anticipate the […]
US Market Moves Suggested Investors Reduced the ‘Established Trump-Trade’
Markets US market moves suggested investors reduced the ‘established Trump-trade’ to position to a more […]
US Election Day
In focus this week Today, the US election takes place and is the major highlight […]
US 10-yr yield retreats after Fed holds rates steady; Powell highlights fiscal risks
US 10-year Treasury yield eased back notably overnight following Fed’s decision to keep interest rates […]