Please try another search
The UK's 30Y gilt yield has hit its highest level since 1998, and although we think structurally the rate should be lower, changing direction may need time. Sticky inflation, government spending,...
Bank of England rates were maintained at 4.75% today, in line with expectations. However, the 6-3 vote split sent a moderately dovish signal to markets, prompting some dovish repricing and a weaker...
We expect the Federal Reserve to deliver a consensus 25bp cut on Wednesday, but also to scale back on guidance for rate cuts next year. We think this will allow the US dollar to stay firm into...
The European Central Bank (ECB) is set to cut rates for the fourth time this year when they meet on Thursday. Market consensus heavily leans toward a 25-basis-point cut, with an 85% probability...
The escalation in the Russia-Ukraine conflict had only a short-lived impact on FX, and safe-haven demand has rapidly faded. The balance of risks is shifting more to the upside for the US dollar, also...
We are entering a period of calm in US macro news. This means that it’s mostly up to any positioning readjustment to keep the US dollar from rallying further. Growing focus will be on the eurozone...
The latest data shows UK growth slowed in the third quarter. The figures released this morning show the UK economy grew 0.1% in Q3, below market expectations and a significant slowdown from Q2 at 5%....
Last week’s budget has made life more complicated for the Bank of England. A rate cut is all but certain, but the combination of extra fiscal stimulus and a volatile US election aftermath means...
USD: Solid momentum The sharp drop in oil prices has been the biggest market story this week. Yesterday, the Israeli prime minister said the country is considering US concerns when planning a...
USD: Range-bound Casting around the globe to identify key FX drivers, we note the following: Saturday's China fiscal stimulus measures lack detail, oil is steady as markets await Israel's...
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review