Policy
Chile Kicks Off The EM Rate Cutting Cycle…
Eurozone Growth Improves, Core Inflation Sticky…
The ECB’s tone has changed decisively. Intransigent forward guidance is gone; data dependency is in. What does this transition mean for the path of European interest rates and the euro?
US: Inflationary Pressures Moderate, Consumption Growth Accelerates…
BoJ Commits To "Greater Flexibility…
The DXY will continue to have near-term upside, as economic growth holds up in the US, while it deteriorates in other parts of the world. Remain constructive on the DXY at current levels, but pivot to a short position on evidence US growth is boosting the rest of the world.
A look at recent US data on economic growth and inflation, with an update on the implications for monetary policy and bond yields.
US Data: Breaking In The Fed's Favor…
More Positive Surprises From US Economic Data…
EV Demand Drives The Lithium Market…