Category: Market Analysis

Week Ahead: U.S. Inflation Data, ECB Rate Decision The upcoming week focuses on key inflation data in the U.S., which remains pivotal as uncertainty around interest rate decisions persists. The European Central Bank (ECB) and Swiss National Bank (SNB) are expected to lower interest rates in Europe. Meanwhile, attention in Asia shifts to Australia’s central… Continue reading Week Ahead: U.S. Inflation Data, ECB Rate Decision

Week Ahead: Jobs & ISM Data, Indicators of Resilience As investors turn their focus back to U.S. economic data, critical indicators like November’s jobs report and ISM surveys will provide insights into the resilience of the U.S. economy. In Asia, attention is centred on purchasing managers’ surveys and inflation data, given concerns over how U.S.… Continue reading Week Ahead: Jobs & ISM Data, Indicators of Resilience

Week Ahead: Dollar’s Q4 Rally & Economic Developments The dollar’s Q4 rally has been remarkable, with the Dollar Index rising more than 7% in the first eight weeks of the quarter. Last week saw half of the G10 currencies drop to new lows for the year. A significant factor behind the dollar’s strength is the… Continue reading Week Ahead: Dollar’s Q4 Rally & Economic Developments

Week Ahead: Markets on Edge, FX & Bond Drivers U.S. economic data will remain a primary focus as the Federal Reserve approaches interest rate decisions cautiously. October’s inflation uptick and potential inflationary pressures from the President-elect’s policies have added complexity to the outlook. Additionally, Purchasing Managers’ Index (PMI) data from the U.S. will serve as… Continue reading Week Ahead: Markets on Edge, FX & Bond Drivers

Week Ahead: A Look Ahead In the upcoming week, the financial world will closely watch U.S. inflation and retail sales data, two key indicators for understanding consumer demand and price pressures. Investors are still weighing the broader impact of the recent GOP electoral win, which has stirred debates over economic policy direction and market response.… Continue reading Week Ahead: A Look Ahead

Week Ahead: Make America Great Again Markets are highly reactive, shifting focus rapidly from trends like the carry-trade unwind to U.S. election impacts. Beijing’s recent steps to support its property and stock markets, along with efforts to stabilize local government debt, have now been overshadowed by the approaching U.S. election, which is expected to drive… Continue reading Week Ahead: Make America Great Again

Week Ahead: Dollar’s Four-Week Rally & Election Speculation The US dollar has continued its strong rebound against major currencies for the fourth week in a row. Two key factors are driving this rally. First, there’s been a shift in expectations around the Federal Reserve’s policy outlook. Initially, markets were pricing in the possibility of 75… Continue reading Week Ahead: Dollar’s Four-Week Rally & Election Speculation

Week Ahead: Dollar Strengthens, Election Uncertainty Looms The dollar gained against all G10 currencies last week, but higher US interest rates didn’t drive it. Instead, the 10-year Treasury yield fell for the first time in five weeks, and the two-year yield held steady. The real story was falling rates in other countries, leading to a… Continue reading Week Ahead: Dollar Strengthens, Election Uncertainty Looms

Week Ahead: USD Stalls, Market Shifts Focus to Europe’s Rate Decisions The US dollar and interest rates surged following stronger-than-expected September jobs data and firm inflation readings, although Federal Reserve officials’ views seemed largely unaffected. The latest Summary of Economic Projections showed a split on rate cut expectations for Q4, with ten officials supporting a… Continue reading Week Ahead: USD Stalls, Market Shifts Focus to Europe’s Rate Decisions

Week Ahead: U.S. Employment Surge Reinforces Fed’s Easing Path Last week brought several important developments that will influence the investment landscape. First, the US September employment report exceeded expectations, reinforcing Fed Chair Powell’s stance. The Federal Reserve initiated an easing cycle with a 50 bp rate cut and is expected to proceed with two 25… Continue reading Week Ahead: U.S. Employment Surge Reinforces Fed’s Easing Path