Cliff Notes: Resilience Offers Promise

Key insights from the week that was. In Australia, the Westpac-MI Consumer Sentiment Index was broadly unchanged in February, nudging ...
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Hot January CPI Sends a Chill Over the Inflation Outlook

Summary Expectations of seeing further modest improvement in inflation at the start of this year were dashed by the January ...
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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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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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The Weekly Bottom Line: Tariffying

Canadian Highlights President Trump continues to threaten Canada with a 25% tariff on its U.S. exports as early as Saturday. ...
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Gold (XAU/USD) Price Analysis: Bullish Bias Amid Tariff Uncertainty and FOMC

The US Treasury is proposing a gradual increase in universal tariffs, causing uncertainty in the US Dollar and market expectations. ...
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Japanese Yen remains depressed amid Trump’s tariff threats; USD/JPY holds above mid-155.00s

The Japanese Yen retreated further from a multi-week high touched against the USD on Monday. Trump’s tariff threats, rebounding US ...
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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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