Topic: Foreign Exchange
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Markets ignoring sticky inflation as big week looms
The conclusion of the week has been that US inflation remains sticky while US exceptionalism on the growth side is waning. Markets were mixed though, with equities rising, yields stamping new 5-month highs but the US dollar sliding against most peers.
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Yields caught between the Fed and geopolitics
The US Dollar Index paused last week, leading to a marginal weekly gain as yields retraced slightly. The rhetoric has changed within the Fed and markets are adjusting to this reality. Geopolitics remains front and center.
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US inflation sends shockwave across markets
Macro and markets look a lot different now then they did two weeks ago, and it has once again been US economic data that investors can blame for causing this volatility.
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April webinar: Where is the volatility?
Investors have welcomed the beginning of the easing cycle with open arms, reassured that the global tightening cycle’s peak is behind us.
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Rate cuts in June despite rising risks
The main overarching risk to central banks around the world and the current low-volatility regime lies in the ascent of commodity prices, the US dollar and inflation expectations so far in 2024.
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Markets cheer the turn of monetary policy
Equities continue to record fresh all-time highs on the hope that the peak of the global tightening cycle is behind us. The US dollar, however, has been supported by central banks other than the Federal Reserve preparing markets for incoming rate cuts this year.
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