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...

Our investment monthly for September 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 US employment report this week....

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

Trying to spot a peak or top in stock markets is very difficult – especially ahead of time! In this focus paper we look at some...

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's Jackson Hole symposium...

Currency markets were jolted over the last month by the JPY gains, with our 3-month USD/JPY forecast met a bit sooner than we were...

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

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