Podcast Episodes

Week ahead: US PCE inflation the highlight of a relatively light agenda

Core PCE inflation to test bets of two Fed rate cuts in 2024. Yen awaits BoJ Summary of Opinions, Tokyo CPI. Canadian CPI data also enters the spotli…

2 years, 2 months ago

Dollar headed for third weekly gains as stock rally cools

Dollar stands tall after SNB cut and BoE’s dovish hold. Yen enters
intervention zone as Japan’s underlying inflation falls. Euro slips on weak
PMIs, US…

2 years, 2 months ago

Fedspeak and US data could prop up the dollar

Back in action with a full US data calendar and Fedspeak. BoE meets but
unlikely to produce headlines. SNB cuts rates and remains willing to
intervene …

2 years, 2 months ago

Wall Street sets another record after soft US retail sales

Risk appetite buoyed by signs of weakening US consumption. Wall Street closes at record highs ahead of US holiday, oil also rallies. Pound edges up a…

2 years, 2 months ago

Fedspeak and US retail sales could test dollar’s resilience

Fedspeak could prove market-moving this week.Retail sales could surprise on the downside. RBA members discussed again to hike rates. Dollar still in …

2 years, 2 months ago

Euro extends losses on French election jitters

Euro hits 6-week low as risk premium for French debt jumps. But equities mixed as selloff eases. Trio of central bank decisions eyed.

Risk Warning: Ou…

2 years, 2 months ago

Week Ahead: RBA, SNB and BoE next to decide, CPI and PMI data also on tap

It will be another central-bank-heavy week with the RBA, SNB and BoE. None are expected to cut but there’s room for surprises. Retail sales will be t…

2 years, 2 months ago

Dollar higher, yen under pressure but stocks feel good

Yen suffers from BoJ's inactivity. Dollar recovers from Wednesday’s
underperformance. US stock indices’ euphoria continues.

Risk Warning: Our services …

2 years, 2 months ago

Fed stops dollar’s CPI-related bleed, BoJ next

Dollar tumbles after weaker-than-expected CPI data. Recovers somewhat after Fed signals one rate cut. BoJ decision looms as investors bet on July hik…

2 years, 2 months ago

Traders lock gaze on US inflation and Fed decision

Dollar awaits US CPI data and Fed projections. Euro still feels the heat of EU elections. Nasdaq and S&P500 hit fresh records ahead of Fed.

Risk Warni…

2 years, 2 months ago