-
FX Weekly – Rate cut hopes tested
The first trading week of the year is shaping up to be negative for risk assets, with markets fretting about an expected uptick in inflation
-
FX volatile on mixed messages from US jobs
Strong NFPs doubted after services employment drop. CHF dominance continues for second year. Kiwi weakness not helped by higher rates.
-
US jobs key for USD’s short-term rally
Markets continue to reverse into 2024. China growth hopes supporting iron ore, Aussie. SGD NEER near peak?
-
USD extends gains after Fed minutes
Fed minutes hit markets. Central banks near peak. US election to drive volatility.
-
Party pauses as global markets start new year cautiously
Key markets ease from highs. Fed starts pushing back. Japan in focus for potential shift.
-
Global Macro - Fed’s pivot drives USD lower
The last big week of the year has come to an end with the G3 central banks all deciding not to raise interest rates.