A Series of Central Bank Meetings and Key (Geo)political Cliffhangers
Markets US data screamed stagflation but markets didn’t bother this time around. A steep drop in consumer confidence (University of ...
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Dollar at Crossroads: Rebound Possible, But Bearish Risks Intensify
Dollar closed the week broadly lower, with the only exception being its slight gains against the even weaker Yen. Risk-on ...
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Weekly Economic & Financial Commentary: In Little Hurry to Cut Further
Summary United States: Economic Momentum Holding, for Now The economy ended 2024 on a solid note with a 2.3% Q4 ...
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Markets Weekly Outlook – Fed to Extend Pause as Trump Era Begins
US equities markets rose due to President Trump’s pro-business policies and decision to not impose tariffs on major trading partners ...
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Fed Preview: Not Stealing the Spotlight
We expect the Federal Reserve to maintain the Fed Funds Rate unchanged at 4.25-4.50% in the January meeting, in line ...
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Yuan Pressure Against Dollar, But Rises Against CFETS Basket
The Chinese Yuan presented an interesting paradox in today’s market action. Onshore Yuan sank below 7.3 mark against US Dollar, ...
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No one will win a trade war
After US President-elect Donald Trump’s threat to impose additional 10% tariffs on all Chinese goods, China’s Embassy in Washington responded ...
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Dollar Reasserts Dominance on Fed Expectations and Risk Sentiment
Dollar regained its dominance in the currency markets last week, surging ahead despite US Treasury yields struggling to break through ...
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Stimulus and Political Surprise in Asia Drive Market Sentiment
Unexpected developments from Asia significantly influenced global financial markets last week. China’s surprise stimulus measures invigorated investor sentiment, leading to ...
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Weekly Focus – China Makes a Big Push to Turn the Economy
The big news this week was the barrage of new stimulus measures from China. At an economic briefing on Tuesday, People’s ...
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