Podcast Episodes
Back to SearchWeek Ahead: Fed, BoE decisions, China’s trade data in the spotlight
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Fed will sit on the sidelines amid tariff uncertainty. BoE to cut by 25bps, but could still disappoint the doves. China trade data to reveal wounds amid US-Sino trade war.
Risk Warning: …
Published on 7 months, 2 weeks ago
US dollar’s fate tied to incoming US data
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Risk appetite improves, focus shifts to today’s US data. Strong data prints to keep next week’s Fed dovishness in check. Trump to speak at various events, keeping market participants on…
Published on 7 months, 2 weeks ago
Auto tariff relief keeps risk appetite alive; loonie wobbles on Carney win
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Trump expected to ease tariff pressure on US car manufacturers. Dollar and US futures rise modestly, gold edges down; key US data awaited. Loonie spikes on Carney win but falls back on …
Published on 7 months, 2 weeks ago
Dollar’s struggles continue as tariffs remain in focus
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Risk appetite improves, but outlook remains clouded. Tariffs in the spotlight as Trump awaits China’s capitulation. A quiet start to the week ahead of a very busy data calendar. Loonie …
Published on 7 months, 2 weeks ago
Week Ahead: US GDP, inflation and jobs in focus amid tariff mess; BoJ meets
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Barrage of US data to shed light on US economy as tariff war heats up. GDP, PCE inflation and nonfarm payrolls reports to headline the week. Bank of Japan to hold rates but may downgrad…
Published on 7 months, 3 weeks ago
Risk appetite improves on easing tariff anxiety
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Dollar rebounds as China considers tariff exemptions. But recession concerns remain, evident by Fed rate cut bets. Tokyo CPI inflation accelerates, boosting BoJ hike bets. Wall Street r…
Published on 7 months, 3 weeks ago
Dollar on the back foot as Trump alters his rhetoric
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Trump sends mixed signals about tariffs again. Improved risk appetite weakens, stocks surrender gains. US data and Treasury note auction in the spotlight. Both gold and oil struggle to …
Published on 7 months, 3 weeks ago
Trump walks back Fed attack, says China’s tariffs will drop
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Trump says he has no intention of firing Fed Chair Powell. He is also willing to reduce tariffs on Chinese goods. Dollar and Wall Street rebound, gold pulls back. S&P Global PMIs take t…
Published on 7 months, 3 weeks ago
Trade talks progress calms markets after hawkish Powell
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Trump hails “big progress” in US-Japan trade talks. US futures and dollar edge up, gold eases from record high. Fed’s Powell maintains wait-and-see stance, ECB decision eyed next. Chip …
Published on 8 months ago
Week Ahead: Eyes on flash PMIs as tariff uncertainty persists
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Tariff headlines remain at the top of investors’ agendas. But flash S&P Global PMIs could attract special attention. Auctions to reveal information about demand for Treasuries. Tokyo CP…
Published on 8 months ago