In monetary policy, it’s important to be cautious and not overreact, giving undue weight to specific announcements that could change shortly afterwards. We will continue …
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Prior was 97.4 The Uncertainty Index decreased four points from March to 92 but remained far above the historical average of 68. Seasonally adjusted, 34% …
Should not assume that latest MPR forecast is a direct endorsement of market interest rate curve. I see risk of second round effects (for inflation). …
Prior -81.2 Economic sentiment 25.2 vs 11.9 expected Prior -14.0 The headline reading continues to underscore challenging conditions for the German economy but expectations are …
Uncertainty is weighing on investment. Soft data pointing to a significant cooling in business and consumer sentiment. Global economic integretion is now stalled, if not …
After the strong gains yesterday, the dollar is catching a bit of a breather in trading today. This comes as US futures are also just …
Fund Managers most underweight US Dollars since 2006. US-China trade war ceasefire prevents recession/credit event. Prior to US-China talks in Geneva, fund managers saw US …