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FX Weekly – Calm before potential storm?
Cross-market volatility levels remain compressed as expectations of early rate cuts from the Federal Reserve (Fed) sway. The Fed is in a holding pattern and the likelihood of a rate cut in March is priced at less than 20%, a significant decrease from the approximately two-thirds chance anticipated at the beginning of the year.
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FX Weekly – Equity investors indifferent to volatile macro
The ongoing strength of US economic data and company results has seen US equities push higher despite growing uncertainty around potential rate cuts. The US dollar has also gained.
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FX Weekly — The peak of US exceptionalism?
US equities are near record levels and the US dollar is broadly rebounding. We recap what has moved markets this week.
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Euro lower as ECB inches towards cuts
EUR/USD at six-week lows after ECB. PCE key for Fed. Japan inflation due.
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FX Weekly – Pushback against lower yields
The USD gained after officials successfully pushed back against elevated policy easing expectations, yet US shares still made new highs.
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FX Weekly — No change to the consensus
US inflation remained hot but has not risen enough to change neither markets, nor the Fed’s perspective on monetary policy