24/11/2021, 11:13

Some central banks started to move on policy

Market volatility might be more limited this week given the US Thanksgiving holiday on Thursday, but we see a little let-up in the broader trend of rising volatility as...

by Admin
22/11/2021, 11:10

How many times will FED hike rates next year?

The Federal Reserve could lift the fed funds target two times next year, not one. That’s more than most economists seem to expect but no more than is priced in by the...

by Admin
19/11/2021, 11:53

Why is US economy slowing down?

The headlines over the past time reported a significant deceleration in US economic growth in the third quarter.

by Admin
18/11/2021, 12:01

What is the best hedge against high inflation?

There’s a saying that all that glitters is not gold, but that might not be the case if inflation continues to prove very stubborn. Gold could be the best asset to hedge...

by Admin
20/10/2021, 11:10

Upward pressure on bond yields

Mounting inflationary pressure and more rate hikes should ensure that bond yields continue to climb.

by Admin
19/10/2021, 11:10

FED and BoE are too woke?

Not for the first time, central bankers in advanced countries such as the US and UK have been accused of being too woke.

by Admin
18/10/2021, 11:06

Not so exceptional for USD strength

There has been a theory that US ‘exceptionalism’ will permit a significant rally in the dollar against other advanced-country currencies.

by Admin
13/10/2021, 13:15

What to see from the global financial cycle?

As we inch slowly but surely towards Fed tapering and later, rate hikes, the significance of the Fed as the key determinant of the global financial cycle will be clear...

by Admin
11/10/2021, 11:10

Could the BoE hike rates this year?

The UK interest rate markets have moved dramatically in recent weeks with futures markets now pricing in the very real possibility of a small (15-bps) rate hike by the...

by Admin
04/10/2021, 11:10

How does global inflation impact the FX market?

Until not too long ago, all kinds of inflation seemed to be considered as bad. But then came the period of lowflation and, for some, almost permanent deflation. The...

by Admin