The ECB seemed to send out a clear message last week that policy rates won’t rise again if the economy develops as the bank expects.
Central banks are thought to be in the home stretch when it comes to policy tightening.
The US dollar continues to trade in a stable fashion against other major developed currencies. With volatility falling, it has given room for riskier developed and...
Nobody said the rate hike pause would be easy, and this is certainly proving the case when it comes to a policy pause from G10 central banks.
At any time, there’s always bullish and bearish arguments for asset prices that battle it out to have the upper hand.
Following the Federal Reserve's meeting in November, the markets strengthened their bets on a slower tightening cycle, which helped gold mount a strong rally on Friday.
If financial asset prices such as bonds, stocks, credit and more all rally aggressively, financial conditions could ease back and actually force the Fed to go even...
The FED will likely stop raising rates earlier than expected, according to many analysts. This will raise gold prices.
The US dollar rose and risk assets such as stocks fell after the latest set of hawkish minutes were released by the Fed earlier this week. The market seems to fear the...
There may be question marks about the length and extent of the Fed’s upcoming monetary tightening cycle but there’s little doubt that bond purchases will slow down and...
A big issue for bond and currency markets is the extent to which central banks fall behind the curve as they look to respond to rising inflation.
ECB tightening has the same global spillovers as Fed tightening. There are three points that we should note in this regard.
FED has started considering its tightening cycle, in which it could taper its bond purchases before rates hike. Will USD fluctuate ahead of this cycle?
A year or two after the debilitating global financial crisis (GFC) of 2008/09, many central banks started to lift rates again. However, they did not get very far....
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