by Anne Bannerman | Jan 9, 2024
So, 2024 has arrived and we hope everyone had a fantastic Christmas break. Last week saw the markets still in semi holiday mode with some reversals of previous trends with the USD and Yields moving higher. The Dollar started 2024 on the front foot powering ahead...
by Anne Bannerman | Dec 13, 2023
Last week we expected US Yields to be the focus but, in the end, it was commodities. With Friday also being US Payrolls the beat that we saw Yields creep, but commodities sold off. The Dollar finally had a positive week. The DXY gained 0.8% to close just below 104 as...
by Anne Bannerman | Dec 6, 2023
Last week continued the theme as Yields broke lower and Bond buying picked up pace. Dollar selling was the currency trade of the week. The Dollar fell 0.2% despite some positive economic data. Core PCE was in line and despite GDP being revised higher this failed to...
by Anne Bannerman | Nov 29, 2023
Last week was quieter than normal on the economic data side. The main focus remained Yields and the US Dollar. The Dollar was slightly lower on the week with the DXY down by just shy of 0.5%. Mixed economic data is not giving the US Dollar any way to gain traction at...
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...
