Category: Week Ahead

15/12/2024 Week Ahead Fed Eyes December Rate Cut Last week saw significant moves from major central banks. The Swiss National Bank and the Bank of Canada reduced rates by 50 basis points, while the European Central Bank implemented a smaller 25 basis-point cut. These actions signal that the global monetary easing cycle may extend into… Continue reading Fed Eyes December Rate Cut

07/12/2024 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… Continue reading U.S. Inflation Data, ECB Rate Decision

30/11/2024 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… Continue reading Jobs & ISM Data, Indicators of Resilience

23/11/2024 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… Continue reading Dollar’s Q4 Rally & Economic Developments

16/11/2024 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… Continue reading Markets on Edge, FX & Bond Drivers

09/11/2024 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… Continue reading A Look Ahead

02/11/2024 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… Continue reading Make America Great Again

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