Key Events This Week: ECB, Earnings, PMIs And Fed Blackout In his weekly preview, DB's Jim Reid writes that this isn’t likely to be a blockbuster...
What's Next For The Reflation Trade: 9 Observations From Goldman The rotation back into growth and defensive parts of the market and out of reflation and...
Overview: Concerns that the Delta mutation will slow or even reverse the recovery efforts appear to be sapping risk-taking appetites. Equities are under pressure. Nearly all...
After the June CPI and PPI surge, the Federal Reserve does not appear to have changed its tune. The price pressures are temporary, and the labor...
In response to the economic impact of the COVID-19 pandemic, the Federal Reserve cut short-term interest rates to zero on March 15, 2020 and restarted its...
The Federal Reserve Chairman steadied the post-US-inflation ship overnight, reiterating that virus-disrupted price increases among the CPI components would ease in the coming months. Regarding the...
Overview: The Reserve Bank of New Zealand jumped to the front of the queue of central banks adjusting monetary policy by announcing the end of its...
Stronger inflation data in the US again fuels the ‘transitory-versus-persistent’ debate on the fundamental nature of inflationary pressures. It is a discussion that has further to...
Powell Pushes Back Against Tapering Talk In House Testimony Update (1350ET): Nearly two hours into Powell's testimony, AOC appeared on screen to prod Powell about the...
I do take pleasure in being a kiwi on many levels, one of which is the refreshing habit kiwis have of telling it like it is....
In mid-June, Fed Chair Jay Powell pulled the rug from beneath the reflation trade by suggesting current inflation pressures were perhaps not transitory after all. Fixed...
The Fed's Complete Taper Timeline Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks...
The Japanese yen is up sharply on Thursday. In the European session, USD/JPY is trading at 109.92, down 0.63% on the day. In the Asian session,...
European stocks are sinking lower, reversing gains from the previous session following a weak handover from Asia. While stocks have been on a tear, hitting all-time...
US stocks bounced back as investors were forced back into risky assets after the bond market rally sent Treasury yields sharply lower. The 10-year Treasury yield...
Our medium-term scenario continues to favour risk and equities, given the fundamental factors and economic policy support. This is an extract of our Asset allocation monthly...
The safest place in Tuesday's trading session was the tech sector.The tech-heavy Nasdaq 100 (QQQ) closed a pinch up on the day, while the small-cap Russell...
The British pound is in negative territory on Tuesday. In the North American session, GBP/USD is trading at 1.3790, down 0.38% on the day. UK PMIs...
Oil steadies after steep falls Oil prices are rebounding following steep declines in the previous session. Oil prices tumbled more than 3% on Tuesday as OPEC+...
The British pound is drifting in the Wednesday session. In North American trade, GBP/USD is trading at 1.3807, up 0.06% on the day. FOMC minutes may...
Overview: Follow-through dollar selling stalled as key levels were approached, including $1.19 in the euro, $1.3900 in sterling, $0.7600 in the Australian dollar, and CAD1.2300. Sentiment...
Persistent Inflation Threatens the Recovery "Our company has had to deal with import delays due to backlogged West Coast ports, higher domestic freight costs, and a...
MSCI’s broadest index of Asia-Pacific shares outside Japan added 0.3%, Taiwan gained 1%, Chinese… The post Asian stocks gain following U.S. jobs data first appeared on...
One thing about this market is that it can’t seem to make up its mind about whether inflation is going to take off or has already...
The dollar's bounce extended further than we expected, helped by an aggressively hawkish view of the Fed, which has seen the market price in more than...
How Has The Flood Of Information Changed Wall Street Since 1990 In a world where Wall Street admits that it increasingly gets its most precious commodity...
U.S. stocks kicked off the third quarter last week. The S&P 500 closed Friday riding the momentum of a seven-session winning streak. Technology and Consumer Discretionary...
The U.S. dollar index advanced to 92.602, the highest since early April The dollar… The post Dollar gains ahead of U.S. payrolls report first appeared on...
The US dollar pushes higher The US dollar continues to consolidate its post-FOMC gains, with virus concerns globally also providing some safe-haven support. However, forex markets...
The overnight session was another sideways in Seattle sleeper for most asset classes as even equities struggled to maintain upward momentum. US yields edged slightly lower;...