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 they are expected to lower rates again and markets will hope for some guidance on future rate moves and timing. The ECB may stick to a data dependent sort of future path! Our Spotlight focuses on the tick higher in US bond market volatility. With the 2-yr. note yield back to pushing on 4% further consolidation and choppy moves may be seen in the near term as the US economy remains strong and inflation sticky. Our Review section looks at US CPI, UK GDP, the RBNZ lowering rates and the potential 'damp squib' delivered to China investor hopes over the week including the announcement on Saturday that promises more stimulus, with more debt. To read more please subscribe.
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See AllOur 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 escalating geopolitical...
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