Market Overview Analysis & Opinion

Inflation in the Eurozone rose once again in July. Preliminary data released this morning showed headline CPI rising 2.6% in the twelve months to July, higher than the 2.5% reported in June. Analysts...

As we had expected, the BoJ raised its policy rate to 0.25% and announced the JGB purchases would be halved by 1Q26. The growth outlook was trimmed modestly for FY24 while the inflation outlook...

The Fed's July policy meeting is set to be a pivotal moment for markets, with expectations of holding rates steady while signaling a potential rate cut in September. Recent data showing cooling...

The 2 day Fed meeting begins today. Here's a look at how has the US economy changed since the June Fed meeting. Does it justify a green light for a September interest rate cut by the Federal...

The market is convinced that the Federal Reserve will start cutting interest rates at the Sep. 18 policy meeting. Tomorrow’s central bank announcement and press conference is still a wild card, but...

With favorable economic data providing officials with greater confidence that US inflation is moving steadily along the right path, we think that Wednesday’s FOMC meeting should offer a clearer hint...

The decision, the rate cut and the forward guidance Financial markets reckon Thursday’s Bank of England meeting is a 50:50 call between the first 25bp rate cut and another ‘on hold’ decision....

Markets were higher on Friday, easing some of the pain inflicted throughout the week, rising by around 1%, with the S&P 500 down 83 basis points for the week. This week, it will be all about the...

Welcome to our weekly Friday picks! In a time when financial news and data are ever-present, the importance of thoughtful and well-crafted opinion pieces on finance cannot be overstated. This...

29th July-2nd August 2024 MON: Chinese Industrial Profit (Jun) TUE: Japanese Unemployment Rate (Jun), Australian Building Approvals (Jun), Spanish Flash CPI (Jul), Swiss KoF (Jul), German GDP...

The recessionistas are now forced to look to the third quarter as the earliest start date for an economic downturn in the US. The odds have been low recently that Q2 would mark the beginning of an...

Kamala Harris has emerged as a leading figure in American politics, particularly during Joe Biden's first administration. Her popularity has grown significantly among various voter demographics,...

Markets are on the fence about an August rate cut We’re a week out from the next Bank of England meeting and investors reckon a rate cut is a 50:50 call. The logic is simple enough. Two out of the...

Yesterday was a rough day for risk assets all around. We are currently witnessing the unwinding of the global carry trade in the Japanese yen. This development has significantly impacted volatility...