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The rain has arrived and nature is gearing up for winter. The birds are migrating, the squirrels are stockpiling, and London’s finance bros are back in their Patagonia gilets. So as the daylight...
Lisa Cook is challenging her dismissal in court, and markets are seemingly staying away from pricing in any substantial dovish shifts at the FOMC beyond what can be derived from data and...
Recent Non-Farm Payrolls reports show that hiring in the US is slowing, but historically low initial claims figures signal that layoffs are not meaningfully rising yet. Today brings key inflation...
Wednesday saw no further progress in the administration’s removal of the Fed’s Lisa Cook. The FX environment remains choppy, but we note the continued low fixings in USD/CNY –...
EUR/USD is caught between weak eurozone sentiment and a data-supported dollar rebound. US GDP and core PCE reports may determine whether the dollar regains sustained momentum. Political risks in...
It’s becoming increasingly clear that Trump’s dismissal of Lisa Cook is not going to have a big short-term FX impact. The implications may only play out in the longer run, as the current...
Fed’s dovish tilt raises hopes for multiple cuts, but markets remain unconvinced. US GDP and PCE inflation reports this week could spark volatility in currency markets. EUR/USD stuck in...
Having enjoyed a brief session on Friday of unalloyed joy as Fed Chair Jerome Powell hinted at a September rate cut, financial markets may now face some uncertainty on political developments in France...
Independence doubts, tariff threats, and a dovish FOMC tilt—traders now have a new cocktail of risks to navigate.Fed Governor Lisa Cook removed by Trump, raising questions on central bank...
Asian equities are shuffling into the session with their shoelaces tied together, inheriting Wall Street’s stumble and staring down an inflation report that could redraw the map of Fed policy....
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