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Minor relief as new week gets going
That things didn’t get materially worse in the Middle East over the weekend has helped to stabilize markets a bit as the new week gets going. But overall, we’re in a place where risk assets are vulnerable to the combination of this escalation in geopolitical tension against a backdrop of stagflation risk. Audio Update Technical […]
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Not the result investors were looking for
The thing investors don’t want the Fed to be thinking about, is exactly the thing that has come back into the spotlight this week. Investors have been aggressively pushing for a Fed pivot towards more accommodative monetary policy, and yet, the Fed has resisted these calls. Audio Update Technical highlights EURUSD Downside limited from here […]
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All eyes on US CPI data
It’s been interesting to see risk markets supported in recent sessions. Stocks have been trading higher this week, even in the face of escalating geopolitical tension, higher than expected US producer prices data, and a Fed Minutes that has echoed a higher for longer Fed policy communication. Audio Update Technical highlights EURUSD Downside limited from […]
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Fed Minutes Preview
Later today, we get the release of the latest Fed Minutes. As a reminder, the central bank has consistently let down market expectations for a shift towards more accommodative policy, instead keeping with its higher for longer policy track and not willing to rule out the possibility for additional rate hikes. Special Report
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Latest wave of Fed speak leans dovish
The market has been getting more help from Fed officials of late. Fed Bostic, Logan and Jefferson have all been on the wires this week offering up their views of a Fed that may have reached the limits of rate hikes. Audio Update Technical highlights EURUSD Downside limited from here GBPUSD Strong support into 1.2000 […]
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US market returns from holiday
Markets will get back to fuller form on this Tuesday as the US returns from the holiday session. Interestingly enough, all of the escalation in geopolitical tension has resulted in Dollar selling and higher US equity futures. Audio Update Technical highlights EURUSD Downside limited from here GBPUSD Strong support into 1.2000 USDJPY Closing in on […]