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22/12/2023, 11:36

A global look into 2024

As this is the last daily commentary of the year we thought that we’d outline some of our assumptions for next year and how these shape our predictions for financial...

by Admin
20/12/2023, 11:36

Will central banks cut rates as expected?

Perhaps understandably, there’s been what might be called ‘rate-cut-creep’ in the markets as it seems that both analysts and market pricing have inched forward the...

by Admin
18/12/2023, 11:33

A new everything bubble?

Investors want to buy assets ahead of a possible surge in prices as they know that the last two easing cycles have created what many describe as “everything bubbles”.

by Admin
05/12/2023, 12:00

What is key to drive the USD dollar?

Forecasts for a weaker US dollar through 2024 rest heavily not just on the Fed starting an easing cycle, but also that this cycle either causes, or is consistent with, a...

by Admin
30/11/2023, 11:16

Will the US dollar fall as rates are cut?

It is probably a common narrative in the market that, just as the dollar rose with the increase in US policy rates, so the dollar will fall as rates are cut.

by Admin
20/11/2023, 11:52

Will ECB cut rates before the FED?

The big central banks in Europe – the ECB and Bank of England – will start to cut rates before the Fed. But that’s not what is being priced in by the market, according...

by Admin
10/11/2023, 11:49

Is the inflation fight going to end?

Just recently we’ve heard a number of officials, often from central banks, argue to the effect that defeating inflation with higher rates is more like a marathon than a...

by Admin
26/10/2023, 11:41

Fed is expected to start the easing cycle

At the moment, it seems that the Fed is expected to start the easing cycle, at least in terms of rate cuts, before major European central banks such as the ECB and BoE.

by Admin
19/10/2023, 11:41

More margin for FX movement

At the start of this year, many analysts expected euro/dollar would trade up from its opening level of 1.06 to around 1.10 in mid-year and then on to 1.15 by the...

by Admin