Expect core PCE to follow core CPI higher on September 27th (chart 2). The culprit was a mild acceleration of core services ...
The ECB failed to surprise on policy decision day as it delivered a well-telegraphed 25bps rate cut, while Lagarde poured cold water on small October cut bets that slightly weighed on European debt ...
Markets have spoken. Trump lost the debate. US CPI probably won’t materially change anything for the Fed Weakness in the UK economy humbled forecasters I had a great day marketing the global outlook ...
Strong momentum in rates markets continued through Asia trading and early Europe with the US front end rallying 3/4bps to mark a roughly 15bps decline in 2s yields from their Tuesday intraday high.
Friday the 13 th isn’t so scary so far. Stocks are broadly higher, though gently so. Sovereign bonds are also slightly richer. The dollar is broadly softer. Oil prices are up by about 1%. The catalyst ...
PERU: BCRP TAKES ITS REFERENCE RATE BELOW THE FED'S The board of the Central Bank of Peru (BCRP) was ahead of the Fed’s decision next Wednesday and cut its policy rate by 25 pbs, to 5.25%, contrary to ...
The US dollar (USD) has underperformed in the third quarter, reflecting a constellation of factors that have shaken up currency trading and injected renewed volatility into markets. We had expected ...
Overnight, US equity futures and yields generally held to the uptrend that began around 11ET on Wednesday, leaving behind the volatile swings around the release of US CPI as market sentiment improves ...
Risk-on sentiment ahead of the ECB ECB to cut 25bps, narrow rate spreads…...and sound data dependent alongside refreshed forecasts SNB’s Jordan to speak before ...
Highlighting the estimates of the national population and components of growth, with a focus on the levels and flows of permanent and temporary residents. This report tracks admissions and issuances ...