Podcast Episodes
Back to SearchFed and BoJ enter the limelight
Fed expected to cut, attention to fall on the dots. BoJ could stand pat but signal more hikes at the turn of the year. Sticky UK inflation keeps pound supported ahead of BoE. Loonie tumbles on politi…
Published on 11 months, 4 weeks ago
Fragile market appetite ahead of the Fed meeting
US retail sales on the agenda today, but Fed rate cut looks secure. Dow Jones experiences its longest negative daily streak since 2018. Pound gains following strong labour market data. Government cri…
Published on 1 year ago
Steady start to Fed week, Bitcoin hits record, Flash PMIs underwhelm
Dollar slightly softer as Fed decision looms with focus on dot plot. Global stocks weighed by Chinese gloom but Wall Street steady. Euro and pound firmer on stronger services PMIs. Bitcoin soars on b…
Published on 1 year ago
Dollar continues its ascend as data clouds Fed outlook
Mixed US PPI adds to uncertainty about Fed rate cuts. Lingering inflation concerns and rising yields push the dollar higher. Rate cuts in Europe pummel the euro and franc. Pound slips too as UK GDP c…
Published on 1 year ago
Week Ahead: Fed, BoJ and BoE conclude end-year policy decisions
Fed seen cutting in December, pausing in January. BoJ leans towards keeping rates steady. BoE seen ending 2025 on the sidelines as well. Flash PMIs, UK and Canada CPIs, and core PCE also on tap.
Risk …
Published on 1 year ago
Nasdaq hits record as US CPI seals December cut; ECB up next
Fed rate cut bets firm after US CPI rises within expectations. Yen remains
under pressure as BoJ rate hike odds fade further. SNB slashes rates by
50 bps, ECB decision expected soon. Nasdaq soars to ne…
Published on 1 year ago
All eyes on US CPI as dollar edges up; BoC set to slash rates
US CPI awaited as December Fed rate cut not a done deal. Loonie at fresh lows ahead of expected BoC rate cut. Aussie continues to bleed, yen see-saws on data, BoJ chatter.
Risk Warning: Our services i…
Published on 1 year ago
Dollar fails to benefit from muted risk-off sentiment
US stocks experienced a rare red session on Monday. Dollar fails to take advantage of the muted risk-off. Focus has shifted to Wednesday’s US CPI report. RBA softens rhetoric, aussie loses ground.
Ris…
Published on 1 year ago
Dollar loses ground as an eventful week starts
Geopolitics in the spotlight, gold fails to materially benefit. Friday’s US data keeps the chances for a December Fed rate cut alive. Dollar loses ground, but stocks in buoyant mode. China data disap…
Published on 1 year ago
Dollar is under pressure, eyes US data for a recovery
Key US data in the spotlight; volatility could get a boost. Fed speakers on
the wires ahead of the usual blackout period. The dollar remains on the
back foot; stocks are feeling the pressure. Gold trad…
Published on 1 year ago