Key Points To Watch Out For: U.S. CPI in Focus Amid Rate Cut Bets Post-Trump Win Donald Trump’s return to the White House has been met with market euphoria. Wall Street and Bitcoin hit historic highs, while the U.S. dollar surged to a four-month high, propelled by rising Treasury yields. Treasury yields, which had already […]
Outlook for the Week of November 4–8
Key Points to Watch: U.S. Election Impact on the Markets The U.S. dollar has strengthened recently, supported by optimistic data suggesting the Federal Reserve may not need to make another 50-basis-point rate cut for the remainder of 2024. Additionally, market bets are growing on a potential victory for Donald Trump and his return to the […]
Outlook for the Week of October 28 – November 1
Key points to watch out for: All Eyes on U.S. Data as the Fed Turns Hawkish In September, the Federal Reserve’s unexpected decision to cut rates by about 50 basis points appears to linger in the market’s memory, as policymakers have now taken a more hawkish stance. U.S. economic indicators since the September meeting have […]
Outlook for the Week of October 21-25
Key points to watch out for: Bank of Canada Likely to Cut Rates by Half a Point Estimates that the Bank of Canada will cut rates by 50 basis points at its October meeting have increased following the latest CPI data. However, markets are not entirely convinced that there will be a significant move, so […]
Outlook for the Week of October 07-11
Key points to watch out for: Dollar Rallies on Safe-Haven Flows and Positive Data The U.S. dollar saw a sharp rally last week after Federal Reserve Chairman Jerome Powell hinted at continuing rate hikes of 0.25%, bolstering confidence in the economy.This rally was further supported by safe-haven flows triggered by Iran’s missile strikes on Israel, […]
Outlook for the Week of September 30-04 October
Key points to watch out for: Will the Fed Decide on a Back-to-Back 50 Basis Point Rate Cut? Although the dollar declined right after the Federal Reserve decided to cut interest rates by 50 basis points, with further reductions expected for the remainder of the year, the currency traded in a consolidated manner last week. […]
Outlook for the Week of September 23-27
Key points to watch out for: SNB to Continue Cutting Interest Rates Due to Franc Strength The Swiss National Bank (SNB) is the latest major central bank to announce its September policy decision. Like with the Federal Reserve, uncertainty remains about the size of the rate cut. Investors estimate a 60% chance of a 25 […]
Outlook for the Week of September 16-20
Key points to watch out for: Let the Fed’s Rate Cuts Begin Since the July U.S. jobs report sparked fears of a possible economic recession, investors have been trying to determine the magnitude of the Fed’s potential rate cut at its September meeting. Now, the long-awaited moment has finally arrived. On Wednesday, September 18, the […]
Outlook for the Week of September 9–13
Key points to watch out for: European Central Bank to Cut Rates for a Second Time The European Central Bank’s carefully choreographed cycle of rate cuts got off to an awkward start in June following late-breaking data. Seeking credibility, policymakers had no choice but to proceed with the 25 basis point rate cut, even though […]
Outlook for the Week of September 2 – 6
Key points to watch out for: Expectations for a Likely Fed Rate Cut Remain High For yet another week, investors are eagerly awaiting the NFP results to get a sense of the size and pace of the Fed’s next rate cuts. The weaker-than-expected July figures generated market turbulence, instilling fears about the possibility of a […]