by Anne Bannerman | Nov 12, 2024
Last week the US Dollar gained as the result of the Presidential Election came through. The initial expectations of a tight race soon faded as Donald Trump took what became a clear and decisive victory in the race. The dollar and Stocks moved higher as the Trump...
by Anne Bannerman | Nov 6, 2024
Last week the US Dollar retraced from the strength we had seen over the last few weeks as the Presidential Election at last came into focus. We do not see the Dollar dominance easing in the longer term, but this was a pause as the markets wait for once again an...
by Anne Bannerman | Oct 29, 2024
Last week the US Dollar moved into No.1 spot across the currency markets as both the Dollar Index and Yields surged through their resistance levels. It could be seen as early positioning ahead of the upcoming US Election, but these are still 2 weeks away. On the back...
by Anne Bannerman | Oct 15, 2024
Last week the markets continued to embrace the clarity that data is giving towards the Feds path of interest rate cuts. The case for a November 25bps cut has risen after stronger than expected CPI data. The week saw the Dollar boosted by rising treasury yields but...
by Anne Bannerman | Oct 8, 2024
Last week the markets got the data which will in the short-term dictate where the Fed should be going. The possibility of a further 50bps rate cut has all but gone as the market now sees just two 25bps cuts between now and the end of the year. The strong payrolls last...