Global FX: No calm before the storm
Overall, the update highlights various factors impacting market trends and currency movements, including resilience in survey data in Oregon,...
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Global Rates: Hawkish cuts and dovish holds
Overall, the BOE and Fed's monetary policy decisions, potential government shutdown, debt ceiling concerns, and Fed's balance sheet shifts are key...
498 Views
US: No More Rate Cuts Likely from the Powell Fed; More Dovish FOMC by Q2 2026
​FOMC cut by 25bp, but wants to bring inflation back to 2% target. No-QT amounts to easing, precluding rate cuts until Jan'26, with next cut...
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Assessing Trump’s Shock and Awe Move in Apr 2025
This report presents a contrarian view to the doom and gloom view of the global economy as trade tensions escalate between the US and China
810 Views
EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
388 Views