In this report, we look at data releases over the last month and implications for currency markets.
The risk of a recession in 2023 is being supplanted by the risk of another inflation wave. We will turn more defensive on equities if it continues to look like inflation is making a comeback.
This week, we articulate what the actions of the three major central banks that met (Fed, ECB and BoE) mean for currency markets. This is within the context of our analysis of the latest data releases in the G10, that allows us to…
Heading into a black hole, you pass a point of no return known as the ‘event horizon’ after which your impending oblivion is sealed. US recessions also have an event horizon, which we are fast approaching. We reveal a leading…
We remain bullish the yen, despite the BoJ maintaining yield curve control. In this report, we outline a few reasons for this stance.
We remain bullish the yen, despite the BoJ maintaining yield curve control. In this report, we outline a few reasons for this stance.
In this week’s report, we look at whether global growth conditions remain conducive for a continued decline in the dollar. Our findings are mixed, while there are some economic green shoots, the overall growth picture remains weak.…
The crucial question for 2023 is: will the US and UK Beveridge Curves shift back inwards to their pre-pandemic versions, ushering in a soft landing? Or, will we slide down the new post-pandemic Beveridge Curves into recession? Plus:…
This week, we look at the latest data releases in the G10, along with implications for all the major currencies.