November may be an in-between month. It will be a month of limited monetary policy actions and a period of heightened geopolitical tensions. Fiscal policy...
Loonie lower as oil prices pare earlier gains Overnight Index Swaps eye BOC’s next move as a rate cut in H2 2024 Fed funds futures see...
Economists no longer expect a recession. Such was according to a recent WSJ survey of Wall Street economists. To wit: "In the latest quarterly survey by...
Stocks & Bonds Rip, Dollar Dips After Anti-Stagflationary GDP Data Q3 is signaling the opposite of stagflation with stronger than expected...
Bidenomics "Bailed Out By Taylor Swift And Barbenheimer": Q3 GDP Soars 4.9%, Highest Since 2021... It's All Downhill From Here One month after...
In January 2023 the clues appeared to be aligning in favor of an end to the Federal Reserve’s rate hikes. It was a false dawn –...
Overview: News that Israel's ground assault on Gaza is being delayed while hostage negotiations continue saw gold and oil ease, but tensions continue...
Restrictive Yields Will Be The Fed's Waterloo Authored by Lance Roberts via RealInvestmentAdvice.com, Restrictive monetary conditions, from...
Restrictive monetary conditions, from higher yields and tighter lending conditions, are the Fed's "Waterloo." If you don't remember, the "Battle of...
Japanese core CPI falls below 3% Fed’s Powell says inflation too high, economy too strong The Japanese yen is slightly lower on Friday. In the European...
China Liquidated The Most US Securities In Four Years To Prop Up Plunging Yuan Yesterday, when looking at the latest TIC data, we made a modest...
On September 7, 2023, I wrote about a "fishhook" structure formed in the Price Oscillator of the S&P 500. A fishhook occurs when a Price Oscillator...
US unemployment claims drop below 200K ECB’s Lagarde expresses concern over oil inflation The euro has bounced back on Thursday, erasing the losses from...
Stocks earning driven rally supports risk assets USD softer against majority of trading partners Jobless Claims drop to lowest levels since January It’s...
Wall Street went on a mini rollercoaster ride during Fed Chair Powell’s speech. Powell’s comments were mostly in-line with other officials and support...
US unemployment claims fall below 200K UK retail sales expected to improve to -0.1% The British pound is drifting on Thursday. In the North American session,...
Watch Live: Fed Chair Powell Delivers Dovish Remarks The market's initial reaction to Powell's prepared remarks (see below) are very dovish...
As Mortgage Rates Hit 8%, US Housing Affordability At Lowest Level Since The '80s Update (1320ET): The average rate on the popular 30-year...
Eurozone CPI confirmed at 4.3% Markets eye Fedspeak, with four FOMC members speaking today The euro is considerably lower on Wednesday. In the European...
Overview: US economic data surprised to the upside yesterday, and although interest rates rose as one would expect, the dollar's initial gains were pared,...
Overview: The markets remain on edge. The press reports US President Biden is planning an imminent trip to Israel while Iran warns of "multiple fronts"...
Key Events This Busy Week: Retail Sales, Housing, Earnings And Torrent Of Fed Speakers Including Powell With earnings season now having started...
Overview: The risk that the war in Israel spreads remains palatable, and several observers have warned of the greatest risks of a world war in a generation....
The markets absorbed two shocks last week. The war in Israel that seems to know of no restraint underpinned oil prices and appeared to help boost...
The Consumer Price Index (CPI) once again surpassed economist expectations in September, adding fresh pressure on the Federal Reserve to consider raising...
US CPI unchanged, core CPI declines NZD/USD falls 1.2% New Zealand to release Mfg. Index on Friday The New Zealand dollar is sharply lower on Thursday....
"Nothing Here To Convince Fed To Hike In November": Wall Street Reacts To Today's CPI There are two diverging views following today's CPI...
Overview: The dollar is mixed against the G10 currencies. It is confined to narrow ranges ahead of today's CPI report. The Russian ruble is the strongest...
US CPI expected to ease US PPI surprised to the upside The Australian dollar is showing limited movement on Thursday. AUD/USD is trading at 0.6410 in...
UK GDP bounces back with 0.2% gain FOMC minutes: Restrictive policy to continue until inflation falls to target The British pound continues to have a quiet...