Holly Thompson
-
China joins Fed to greenlight equity rally
A week after the Fed encouraged markets, China’s policy easing has fueled further gains. US and European equities hit record highs, while Chinese stocks saw their biggest rally since 2008. Investors now await crucial US labor data to gauge the next Fed move.
-
Yen, stocks rally on new Japan PM
Worst Q3 since 2010 for USD. Quality Q3 for quid. Euro lifted by quarter-end flows.
-
Equities and yields up, dollar soft ahead of US data dump
Dollar’s rebound might be short-lived. Pound pulls back as expected. Euro rejected at $1.12 for second time in 2024.
-
Dollar supported as stocks edge lower
Bleak US consumer data hits dollar. Pound’s momentum could slow. Euro benefits from risk on sentiment.
-
Optimism prevailed this week
Global equity markets approach record highs as investors move from the US dollar to riskier assets. The Fed’s 50 basis point rate cut, while Japan and the UK take diverging policy paths.
-
Stocks, bonds and dollar edge lower ahead of Fed rate decision
Coin-toss decision in focus. UK inflation in line with expectations. Euro shrugs off ZEW plunge.