Market Overview Analysis & Opinion

Regional bank heads rotate into FOMC voting positions next year Hawk-dove rankings in flux in volatile economic environment Inflation remains strong, but growth and employment still...

The return of left-wing Lula to Brazil's highest post completes a regional political pivot started in Mexico in 2018 Lula said his country, the world's third-largest food exporter is "not interested...

Chief Content & Culture Officer Anthony Cheung delivers the main need-to-know news for this week in global markets. - Summary of main events this week (00:00) - FOMC preview (00:43) - Goldman...

The market has been pricing in a relatively rapid pivot by the Fed after this week’s expected 75bps hike However, given the persistency in inflation and the Fed’s firm stance, I believe a...

As we look ahead to the US midterms on Nov. 9, the question traders ask is whether it has the potential to be a risk event and promote increased cross-market volatility – as part of the risks...

Every time the short-term trend rises, traders believe rates will ease While some central banks began slowing rate hikes, the ECB persisted US data and Fedspeak suggest the Fed will persist as...

Worldwide PMIs, Fed, BoE, RBA meetings, US payrolls dataWorldwide manufacturing and services PMI data will be eagerly anticipated next week for the first indications of early Q4 performance around the...

Roku has struggled in the face of worsening macroeconomic headwinds Stock is down 77.1% year-to-date and 89.3% below its July 2021 record high Shares are attractive after their big decline this...

ECB policy announcement due Thursday 27th October; rate decision at 13:15BST/08:15EDT, press conference from 13:45BST/08:45EDT Consensus and market pricing look for a 75bps hike, taking the deposit...

Chief Content & Culture Officer Anthony Cheung delivers the need-to-know news for this week in global markets. - Summary of main headlines in focus (00:00) - Rishi Sunak looks set to become...

The Bank of England holds the keys to the next gilt rally, if it can convince markets that a more dovish path is the right choice. The USD curve re-steepening on pivot hopes has run out of steam,...

Fed hopes to maintain credibility on inflation while slowing hikes Political considerations start to weigh on monetary tightening UK opts for stability as Sunak seeks to restore orthodox economic...

Stocks rallied on Friday, despite being down sharply 30 minutes before the opening. A WSJ article noted that the Fed was going to discuss the pace of future rate hikes following another 75 bps rate...

Bond market behavior last week was somewhat disturbing as 10-year nominal rates shot past 4% and 10-year real rates got as high as 1.75% before pulling back a trifle. This was despite Fed speakers...