• SEARCH RESULTS FOR KEYWORDS "rate cut"
23/02/2024, 11:41

What if FED will not cut rates this year?

We’ve already seen in the space of a few short weeks the market adjust its expectations for rate cuts this year from around six 25-bps reductions to four.

by Admin
06/02/2024, 11:33

US dollar is still struggling to rally

Last week’s FOMC meeting was generally seen as somewhat more hawkish than expected. A few days later, US payroll data for January was a lot stronger than anticipated....

by Admin
04/02/2024, 02:38

Themes to watch for in 2024

The global economy has defied a hard landing in 2023. As 2024 unfolds, a new but more complex economic landscape is taking shape.

by Admin
23/01/2024, 14:42

ECB has fallen behind the curve again?

If you look at market pricing of rate policy this year, you will see that it projects that the ECB will start to reduce rates a little later than the Fed and cut rates...

by Admin
11/01/2024, 11:01

Will FED cut rates before the ECB?

If you look at financial market pricing of future monetary policy for the Fed and ECB this year, you will see that the Fed is projected to cut rates just before the ECB.

by Admin
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