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Shutdown Risks and Metals Rally
Shutdown risks are weighing on markets as uncertainty builds around a possible US government funding lapse. If Congress fails to…
Category: Currency
3 min read
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Dollar and Gold: Value Meets Momentum
Why both the dollar and gold matter right now The dollar and gold often move for different reasons. Both reflect…
3 min read
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Nasdaq Strength from Chip Deal and Fed
Nasdaq Strength remained evident as investors digested two powerful narratives: a major industry partnership in semiconductors and a shift in…
3 min read
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Fed Cuts and BoE Hold: Markets Tepid
Fed Cuts and BoE decisions have dominated the latest central bank headlines. The Federal Reserve delivered a 25 basis-point rate…
2 min read
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UK Inflation Steady in August
Overview The latest UK inflation report for August showed headline CPI holding steady at 3.8% year-on-year, the same pace as…
3 min read
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Fed Third Goal Is A Real Market Risk
Policymakers and investors often focus on the “dual mandate” of price stability and maximum employment. However, the mandate market risk…
3 min read
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BoE set to pause rates
Expectations The BoE hold at 4% is widely expected in the upcoming policy decision, keeping Bank Rate steady as economic…
2 min read
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UK labour market shows stability signs
The latest UK labour market data points to a stabilising trend. Unemployment stayed at 4.7% for the three months to…
3 min read
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FOMC Interest Rate Cut Expected
The FOMC interest rate cut is widely expected this week, with a 25 basis point reduction anticipated. Investors are watching…
3 min read
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Payroll Revisions, CPI and Market Moves
Markets price in expectations, not certainties. When large revisions to employment data are published or when consumer-price readings diverge from…
3 min read
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ECB Preview, Are Rate Cuts Over?
This ECB preview highlights why markets expect the European Central Bank to keep rates on hold, with the real focus…
2 min read
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US jobs miss sparks gold rally and Fed cut bets
US jobs data has triggered strong market reactions, with investors betting the Federal Reserve may deliver a larger rate cut…
2 min read
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ASX earnings snapshot: Mixed results
Earnings round-up: Divergent outcomes across sectors The latest ASX earnings updates show mixed results across resources, manufacturing, and IT services.…
3 min read
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PCE in Focus: July inflation test
PCE in Focus: what markets are watching US PCE data is again centre stage for investors: the Personal Consumption Expenditures…
3 min read
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AUD/USD Bounces After Fed Signals
AUD/USD Bounces After Fed Signals Dovish Policy AUD/USD bounces following dovish signals from the Federal Reserve, as traders react to…
3 min read
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Powell’s Jackson Hole: The Reaction
Powell’s Jackson Hole Speech Shifts Market Mood Powell’s Jackson Hole: the reaction has been swift, with US equities rallying as…
3 min read
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Powell Jackson Hole: Trader playbook
What traders should expect from the Powell Jackson Hole speech The Powell Jackson Hole appearance is one of the most…
3 min read
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July UK Inflation at 3.8%, Risks Linger
July UK inflation accelerated to 3.8% year-on-year, the fastest pace since early last year and broadly consistent with Bank of…
3 min read
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Wall Street; Eyes on Jackson Hole
Wall Street ended last week with modest gains as traders balanced rotation out of high-growth technology stocks with renewed interest…
2 min read
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US CPI July Data Shows Mixed Signals
The US CPI July data reveals a mixed inflation picture, complicating expectations for the Federal Reserve’s upcoming policy decisions. Headline…