Category: Week Ahead

Fed Uncertainty & Crowded Trades Dominate the Week Ahead

13/09/2025 Week Ahead Fed Uncertainty & Crowded Trades Dominate the Week Ahead Key Takeaways: Five G10 central bank meetings are scheduled this week. The Federal Reserve is expected to cut rates by 25 bp, though a 50 bp cut is not fully ruled out. Political tensions are raising questions about the Fed’s independence. US developments… Continue reading Fed Uncertainty & Crowded Trades Dominate the Week Ahead

Central Bank Steady, Politics in Focus

06/09/2025 Week Ahead Central Bank Steady, Politics in Focus Key Takeaways: Poor US jobs data fuels speculation of a 50 bp Fed rate cut, but risks appear overstated. Headline CPI release could temper expectations of aggressive easing. ECB expected to keep policy steady, but French political risks dominate. Fitch may downgrade France as deficit reduction… Continue reading Central Bank Steady, Politics in Focus

Fed Prepares for Measured Cuts Amid Shifting Dynamics

31/08/2025 Week Ahead Fed Prepares for Measured Cuts Amid Shifting Dynamics Key Takeaways: The Fed is expected to cut rates by 25 bps in September, not 50 bps. Dollar strength is likely to ease but not collapse. Legal battles challenge presidential powers under IEEPA and Fed independence. Washington prepares targeted tariffs on key industries. China… Continue reading Fed Prepares for Measured Cuts Amid Shifting Dynamics

Dollar Drops as Powell Shifts Balance of Risks

24/08/2025 Week Ahead Dollar Drops as Powell Shifts Balance of Risks Key Takeaways: Powell signaled rising downside risks to employment and hinted policy may need to adjust. US assets rallied and the dollar sold off sharply. Forecasts suggest another weak jobs report in early September. Policy divergence between the Fed and other G10 central banks… Continue reading Dollar Drops as Powell Shifts Balance of Risks

Shifting Monetary Paths Put Pressure on the U.S. Dollar

16/08/2025 Week Ahead Shifting Monetary Paths Put Pressure on the U.S. Dollar Key Takeaways: US dollar weakened across major currencies, except the dollar bloc. Markets considered a larger Federal Reserve cut, but expectations remain for 25 bps. Preliminary August PMI data will have limited impact. Jackson Hole symposium focuses on labor markets. Reserve Bank of… Continue reading Shifting Monetary Paths Put Pressure on the U.S. Dollar

U.S. Labor Market Weakness Shifts Fed Outlook

09/08/2025 Week Ahead U.S. Labor Market Weakness Shifts Fed Outlook Key Takeaways: July’s US jobs data signaled a potential turning point for monetary policy. Two dovish FOMC governor dissents reflected concerns over labor market weakness. Markets are pricing in a strong likelihood of a September Fed rate cut, with at least two cuts expected by… Continue reading U.S. Labor Market Weakness Shifts Fed Outlook

August’s Breaking Point: Tariffs & Labor Strains

03/08/2025 Week Ahead August’s Breaking Point: Tariffs & Labor Strains Key Takeaways: U.S. universal tariffs redefine global trade and heighten geopolitical risk. Weak U.S. labor market data increases pressure for Fed rate cuts. Monetary policy paths diverge sharply between major central banks. China strengthens its technological and strategic influence. August is a critical turning point… Continue reading August’s Breaking Point: Tariffs & Labor Strains

Pivotal Week Ahead with Central Banks, GDP & Trade Risks

26/07/2025 Week Ahead Pivotal Week Ahead with Central Banks, GDP & Trade Risks Key Takeaways: The US dollar’s rebound may not be complete despite recent pullbacks. A highly eventful week ahead with three major central bank meetings. Key economic data includes US and eurozone Q2 GDP, US PCE deflator, and eurozone CPI. High-level political and… Continue reading Pivotal Week Ahead with Central Banks, GDP & Trade Risks

PMI Data, ECB Decision & U.S. Tariff Signals

20/07/2025 Week Ahead PMI Data, ECB Decision & U.S. Tariff Signals Key Takeaways: US dollar gained last week, but its upside momentum may be fading. Market volatility surged after rumors of Fed Chair Powell’s potential dismissal. Fed Governor Waller supports a rate cut, but broader consensus is lacking. Flash PMIs, ECB decision and Tokyo CPI… Continue reading PMI Data, ECB Decision & U.S. Tariff Signals