EUR-flation Watch: A major surprise is needed in February
The EUR HICP report for February needs to be very soft to tempt the ECB into spring action. The ĂĽber-hawk of the committee Holzmann said the...
403 Views
Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
Claudia Sam, an expert in monetary and fiscal policy, forecasting, and recession indicators, has advised top decision makers and founded Stay at...
Global FX: Give me a (range) break
The dollar is trading sideways amid tariff concerns and matured Fed easing expectations, while markets are primed for the RBNZ meeting next week,...
184 Views
5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China
The possibility of a comeback for both the manufacturing sector and inflationary pressures have reached the desks of macro enthusiasts, but...
310 Views
FX Snapshot - USD Stretches Yield-Based Valuation
A rebound in US yields, USD-positive seasonality in Q1 plus bullish technical signals suggested the DXY could rally to 104+ while USDCAD might...
351 Views