by Anne Bannerman | Nov 22, 2023
Last week we had a slew of data from the US. We saw the CPI data print lower than expected which although was only a slight miss the market took a large reaction to. The market is no longer pricing in any further rate rises in the US and cuts are now more expected in...
by Anne Bannerman | Nov 15, 2023
Last week we saw a continued pattern of the previous week. Risk assets pushed higher with yields moving lower. The Dollar reversed some of the previous week losses. The FED hawkish statement supported the greenback and the DXY closed the week 0.7% better just below...
by Anne Bannerman | Nov 10, 2023
Last week despite the overshadow of the continuing war in Israel the market mood was lifted as Central Banks pushed the pause button and inflation continued to fall. All 3 big announcements the Fed, BoJ and BoE left rates unchanged, and the forward guidance seems that...
by Anne Bannerman | Nov 1, 2023
Last week we continued to see the familiar patterns of risk aversion. Rising tensions in the middle east weighed heavy on the markets and the fear of further escalation put the markets in a cautious mood. The dollar reversed the previous week’s losses as the dollar...
by Anne Bannerman | Oct 26, 2023
Last week yields continued to be the center of attention as they broke out and made new higher highs. This continued rise will have a negative effect on risk especially as we move into central bank decision times. The Dollar had a small negative week as the DXY closed...
