Fundamental Overview The US CPI yesterday came mostly in line with expectations and wasn’t strong enough to force a reassessment on a September cut. In …
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Prior +8.3% New yuan loans -¥50.0 billion vs ¥300.0 billion expected Prior ¥2.24 trillion I’m a little stumped here in trying to read into this …
Rate cuts by year-end Fed: 61 bps (98% probability of rate cut at the upcoming meeting) ECB: 11 bps (95% probability of no change at …
The dollar has had a torrid August so far and it looks to be continuing now after another key data release yesterday. The US labour …
Q&A: Are AI valuations entering a sentiment-driven bubble? What happened to major software stocks today? It seems that some “AI Stocks” are not joing the …
Fundamental Overview The USD came under some renewed pressure yesterday following the US CPI report. The data was mostly in line with forecasts and not …
Prior +2.3% HICP +2.7% vs +2.7% y/y prelim Prior +2.3% Core annual inflation is seen at 2.3% and that is marginally higher from the 2.2% …