Weekly Economic & Financial Commentary: Economic Resilience Continues to Challenge the Fed
Summary United States: Even with Encouraging Inflation Developments, Economic Resilience Continues to Challenge the Fed […]
Yields Continue to Decline
Market movers today The G20 summit concludes in Bali and we look out for whether […]
European Final CPIs and Yield Gap
With all the focus on G20 and COP27, many European leaders have been out of […]
Wounded US Dollar Turns to Retail Sales for Direction
Hopes that inflation is finally cooling down led traders to unwind bets that the Fed […]
Weakening of Yen for Now Apparently Isn’t a Support for Japanese Economy
Markets Yesterday was the first day of what we fear will be a November lull. […]
Post-CPI Market Reaction Calls an End to Very Strong Market Trends
Markets Last Thursday’s US October CPI release still dominates the debates. The relative small downward […]
Is the Japanese Yen Setting Up for a Trend Reversal?
Interest rate differentials have crushed the Japanese yen. The currency is down 18% against the […]
There’ll Be a Lot of Bond Bears With Sore Heads Today
The much softer than expected inflation report for the US was exciting news indeed for […]
Long-Awaited US CPI Release Will Take Center Stage Today
Markets Yesterday, a rather inconclusive outcome of the US midterm elections initially left markets looking […]
EU Says US Breaking WTO Rules With Inflation Reduction Act
Markets On Friday, the US October payrolls was the first reality check after Fed Chair […]