The read across from any US dollar weakness will be a key input into global risk assets in the week ahead. Whether it is a correction within an ongoing mega-bull trend for the greenback or the start...
Payrolls advanced 315,000 in August, more than what analysts expected, but it reflects a slowdown from a scorching July. Manufacturing came in stronger than expected at 22,000, and the prior month...
Federal Reserve Chair, Jerome Powell, issued a fresh warning to investors doubting his resolve to fight inflation: interest rates are heading higher and will stay there for some time.
US equity futures extended losses as the week of the Jackson Hole Symposium began, and the 10-year Treasury yields and the Dollar Index are running near four-week highs. This sends one message: The...
The FOMC minutes to be released this week gains the most attention. The Fed is expected to reveal a long journey ahead in the tightening cycle with cuts off the table. We would discount any...
The gains in jobs and wages are inconsistent with the central bank’s goal of stable prices. That means the Fed may continue raising the rates, which is good news for the dollar.
The dollar dropped, stocks rallied, and US bond yield fell. That was the market reaction we saw last week. The question is will these price reactions be sustainable?
It is a big week. More than a third of companies in the S&P 500 will be releasing their Q2 earnings reports during this period, including many large tech names. In addition, the Fed's July meeting is...
The dollar’s strength is becoming a self-reinforcing risk, which could become a headwind to world economic growth and put financial markets at risk. Should the dollar continue to rise, risk assets,...
Hit by endless inflation, the Fed looks increasingly likely to double down on its hiking pace even if it becomes clear that the US economy is in a recession. All that threatens to increase...
