Fundamental Overview The USD rallied across the board last week after a slate of strong US data. The focus was mainly on Jobless Claims which …
We’re not on a predetermined path I’m pleased with where we are There’s still so much uncertainty It would be a bit of a mistake …
We are being challenged on both sides of our mandate We have pressure in inflation, particularly in services Labour market looks broadly in balance We …
Prior +2.7% HICP +3.0% vs +3.0% y/y expected Prior +2.7% The headline estimates might be a little higher than in August but core annual inflation …
There’s going to be some spicy stuff on the agenda this week but just be aware that market flows and price movements might not follow …