Category: Week Ahead

26/10/2024 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… Continue reading Dollar’s Four-Week Rally & Election Speculation

19/10/2024 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… Continue reading Dollar Strengthens, Election Uncertainty Looms

12/10/2024 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… Continue reading USD Stalls, Market Shifts Focus to Europe’s Rate Decisions

05/10/2024 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… Continue reading U.S. Employment Surge Reinforces Fed’s Easing Path

28/09/2024 Week Ahead Jobs Data & Inflation As we approach the week of September 30th, several key global events are expected to influence forex and bond markets. U.S. jobs data will be in the spotlight as it significantly shapes how quickly the Federal Reserve reduces interest rates, following its recent 50 basis point cut. Investors… Continue reading Jobs Data & Inflation

21/09/2024 Week Ahead U.S. Rate Cuts Following the U.S. Federal Reserve’s 50 basis-point interest rate cut, the focus now turns to economic data, especially the PCE inflation figures, to gauge the pace of further rate cuts. The Fed’s decision marks the start of a potential easing cycle, following the path of several other central banks.… Continue reading U.S. Rate Cuts

14/09/2024 Week Ahead Fed’s Interest Rate Decision Poised to Steer Global Markets This week, global markets will closely watch several key central bank decisions. The U.S. Federal Reserve remains focused, with uncertainty surrounding whether it will opt for a small or more substantial interest rate cut. Speculation about a 50 basis point reduction has been… Continue reading Fed’s Interest Rate Decision Poised to Steer Global Markets

07/09/2024 Week Ahead Inflation, Rate Cuts & Economic Signals Investors await U.S. inflation data, expecting potential Fed rate cuts. Recent jobs data reduced the chance of a 50 bp cut at the September FOMC meeting. Treasury yields fell, with the 2-10-year yield curve showing a positive slope for the first time since July 2022. The… Continue reading Inflation, Rate Cuts & Economic Signals

01/09/2024 Week Ahead Markets in Motion As summer transitions to fall, monetary policy and political events will significantly shape the business and investment environment. The market, initially expecting aggressive rate cuts in 2023, has now adjusted closer to central bank signals, with global rates rising and the dollar regaining strength in early 2024. The Federal… Continue reading Markets in Motion

24/08/2024 Week Ahead Fed Easing Expectations & Currency Shifts In the middle of last week, the Fed funds futures discounted 103 basis points of cuts for this year. After some movement following Fed Chair Powell’s remarks, the market finished the week with 104 basis points of cuts priced into the Fed funds futures curve. The… Continue reading Fed Easing Expectations & Currency Shifts