China slows and Fed eases: How weak demand and diverging policy are shaping markets
Oil, gold, and global risk assets are navigating a new era of uncertainty. Recent data from China has…
Read MoreWeek ahead: US PCE rates on the horizon
The week is nearing its close and we open a window at what next week has in store…
Read MoreWeek ahead – Fedspeak and US data to set the tone in markets
Dovish Fedspeak and soft PCE data may dent the dollar’s recovery. US-China negotiations continue, as yuan’s appreciation lingers.…
Read MoreWeekly focus: Central banks on a relatively steady course
The September round of central bank meetings is nearing its end with perhaps a surprising sense of stability…
Read MoreBoE in focus after dovish Fed
Important news for the day Thu, 18th, 13:00 CET UK BoE interest rate decision Thu, 18th,…
Read MoreThe Fed’s Rorschach cut
The hall of mirrors The Fed just pulled its scalpel for a quarter-point trim to 4.00–4.25%. On the…
Read MoreEUR/USD: Euro lost some ground after the Fed – What’s next ?
The single European currency is moving above 1,18 in the early hours of Thursday morning, trying to return…
Read MoreGold: The only clock that doesn’t lie
The base Metal of trust Markets live and die on illusions of abundance. Central banks can conjure money…
Read MoreGBP holds near highs as market awaits BoE decision
The GBP/USD pair stabilised around 1.3626 USD on Thursday, following a highly volatile session on Wednesday. The pair remains close…
Read MoreUS labour market: Gradual cooling continues
The July JOLTs report reinforced the cooling labour market narrative, though largely due to reduced hiring rather than…
Read More