Our round-up of what to expect in the coming week and the key events of last week. We discuss how the US employment data for November,...

Our round-up of what to expect in the coming week and the key events of last week. US and EU data will be key this week. The Fed will be...

Our round-up of what to expect in the coming week and the key events of last week. UK inflation readings are front and centre this week,...

The USD rallied over the last month as Fed rate cut expectations shifted from a sub-3% terminal rate to near 3.8% now. We still expect a...

Our round-up of what to expect in the coming week and the key events of last week. Markets may spend more time mulling over what...

Our investment monthly for November 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...

Markets have reacted sharply to the Trump win with stocks up and bond yields up as well. We look at his potential policies and look at...

Our round-up of what to expect in the coming week and the key events of last week. The US election is front and centre of market...

Our round-up of what to expect in the coming week and the key events of last week. Economic data from the US will be hot and heavy this...

US 10-yr. note yields have climbed above 4.20% recently as better than expected US economic data has shifted Fed rate cut expectations....

Our round-up of what to expect in the coming week and the key events of last week. The Bank of Canada meets this week and the focus is...

The Fed started their rate cut cycle with a bang, but US economic data remains strong which is whipping expectations of how far the Fed...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the ECB meeting this week as...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the escalating geopolitical...

Our investment monthly for October 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the US employment report this...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the US personal consumption,...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the Fed rate decision this week,...

The Fed is expected to begin their rate cut cycle on 18th September, adding to bear USD pressures. Much depends on other central bank...

Our round-up of what to expect in the coming week and the key events of last week. The focus will be on US CPI and the ECB meeting this...