The main message today is one of good news Disinflation is on track and ahead of schedule compared to what we expected in November Not …
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US-based employers announced 108,435 job cuts in January 2026, and that is up ~118% compared to the same month last year. Similar to how 2025 …
Prior 3.75% Bank rate vote 5-4 vs 7-2 expected Breeden, Dhingra, Ramsden, Taylor voted for a 25 bps rate cut “All is going well, there …
FUNDAMENTAL OVERVIEW USD: The US Dollar continues to rebound against the major currencies after the strong selloff experienced in the last couple of weeks of …
The meeting decision today is likely to be a non-event. And if so, the ECB will have done their job well. The central bank won’t …
FUNDAMENTAL OVERVIEW USD: The US Dollar continues to rebound after the strong selloff experienced in the last couple of weeks of January. The greenback remains …
Prior +0.2%; revised to +0.1% Retail sales +1.3% vs +1.6% y/y expected Prior +2.3%; revised to +2.4% That’s a slightly more disappointing end to the …