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 August 26-30
Key points to watch out for: Will the ECP’s Moderate Inflation Expectations Fall Short? The European Central Bank’s moderate inflation expectations might not be met, raising concerns among investors. As the Federal Reserve prepares for its long-awaited moderate turn, markets are anticipating the first rate cut of this cycle at the September 17-18 meeting. However, […]
Outlook for the Week of August 19-23
Key points to watch out for: Jackson Hole Will Test the Fed’s Most Pessimistic Bets After the unwarranted panic caused by the weaker-than-expected July NFP report, investors have taken a calmer stance, re-analyzing their aggressive Fed rate cut bets as incoming data indicate that the U.S. economy is not performing as poorly as initially thought. […]
Outlook for the Week of August 12-16
Key points to watch out for: Concerns About the U.S. Economy Are in the Spotlight Panic over the U.S. economy being on the brink of a recession has mostly subsided, although markets remain uneasy. Investors see a real risk that the Fed’s delay will inevitably lead to a recession. Stubborn inflation is the main reason […]
Outlook for the Week of August 05-09
Key points to watch out for: Will the Reserve Bank of Australia Turn to a Dovish Course? After the decisions of the Bank of Japan, the Federal Reserve, and the Bank of England last week, the central bank torch will be passed to the Reserve Bank of Australia, which will announce its decision on Tuesday, […]
Outlook for the week of July 29 – August 02
Key points to watch out for: The Bank of Japan Is Expected to Reduce Its Stimulus, Will It Also Raise Rates? The Bank of Japan has been frequently in the news recently. Whether it’s the speculation surrounding rate hikes, continued hints of bond tapering, or rumors of intervention into the currency markets, Governor Ueda has […]