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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Currency Markets Consolidate as Trader Start Repositioning for Tariff Battles in April
The past week in the currency markets was marked more by consolidation than decisive moves, even as risk aversion deepened ...
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Sunset Market Commentary – Action Forex
Markets Bear steepening of yield curves is the main – and only -expression of the new step-up in trade threats. ...
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Dollar’s Wild Week Ends in Uncertainty, Awaits Next Tariff Cue
Dollar faced significant volatility last week as shifting trade policy signals from the White House left investors scrambling for clarity. ...
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Bank of England Review – Gradual Quarterly Cuts Remain Our Base Case
At today’s monetary policy meeting the BoE cut the Bank Rate by 25bp to 4.50%, as was widely expected. In ...
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Sunset Market Commentary – Action Forex
Markets Not the start and the first measures from the Trump 2.0 administration nor a big eco data surprise and ...
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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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EUR/USD Technical Outlook: Is EUR/USD Poised for Potential 800-pip Rally?
EUR/USD has seen a recent rally driven by market reactions to the incoming Trump administration. A divergence exists between technical ...
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EURUSD Breakdown, 9th December – Action Forex
This Monday, as part of the weekly market review and analysis, we examined the price action on the EURUSD chart ...
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Sunset Market Commentary – Action Forex
Markets Trump’s pick for the US Treasury Secretary triggered a relief rally in the bond market. Scott Bessent brought a ...
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