by Anne Bannerman | Aug 28, 2024
Last week we saw the finishing of the Jackson Hole conference. As that concluded Jay Powell all but admitted that a September rate cut was happening along with a softening stance for future cuts if economic data continues to disappoint. Post the Powell comments risk...
by Anne Bannerman | Aug 16, 2024
Last week consolidation was the key phrase. Monday, we saw Asian markets swan dive post the week before US job numbers. The Nikkei losing around 12% as Asia sold off heavily as the Yen carry came to a sudden and very abrupt end. Across the board consolidation was the...
by Anne Bannerman | Aug 7, 2024
Last week we saw large swings as a large risk off move rocked all markets. The US employment NFP Numbers came in weaker than expected which led to a large sell off. This led to a global sell off in equities which could move into Asia on Monday. The Fed is now coming...
by Anne Bannerman | Jul 30, 2024
Last week we saw big moves as several themes began to emerge. Yen at long last had a huge rally as it recovered from its near 40-year lows. The US Dollar also was one of the weeks winners as more risk currencies such as NZD and AUD both suffered. The overall picture...
by Anne Bannerman | Jul 17, 2024
Last week the US Dollar fell as the Fed rate focus shifted dramatically. The US CPI coupled with the previous payroll numbers all points towards a cooling economy. This has shifted the view of traders who view a September and December rate cut as near certainties with...
