HEW: Everything Pushes Price Alignment
Powell resisted further cuts of 50bp, contrasting with Bailey's willingness to take more aggressive action. This was in the context of low EA...
341 Views
Hedge Geopolitical Risk in the UAE
Rising tensions in the Middle East increase focus on geopolitical risks, which are hard to hedge. The UAE’s neutrality has made it a natural safe...
289 Views
EA: Disinflating Towards an October Cut
Headline EA inflation disappointed consensus expectations by dropping another 0.4pp to 1.77% amid lower energy prices and stagnant industrial...
231 Views
UK Consumers Prep to Preserve Excesses
Benchmark revisions in the UK’s quarterly national accounts data for Q3 cut business investment to bumble around pre-pandemic levels, offset by...
205 Views
HEW: Shrinking Fed Exceptionalism
China's stimulus has positively impacted sentiment, although this is not the case in the Euro area due to falling PMIs and unexpectedly weak flash...
313 Views