16th September 2021

Despite USD gains, we don’t expect a trend in front of FOMC

Although USD is gaining ground once more, we do not expect this to continue as the FOMC meeting appr (...)

14th September 2021

With oil breaking higher, near term momentum looks positive

We look into the drivers behind the near term breakout in the oil price and why we see the move has (...)

8th September 2021

The Wall Street bull run continues to outperform European indices

A report looking into the reasons behind the outperformance of Wall Street versus European markets. (...)

8th September 2021

US Consumer Confidence remains high but is it peaking?

A reaction to the US Consumer Confidence data which has come in ahead of expectations today. What do (...)

8th September 2021

Fed holds policy, slight hawkish tweak to FOMC statement

A report looking at the latest FOMC monetary policy decision. Analyzing what the statement means for (...)

8th September 2021

FOMC pushes the taper decision into the fall meetings

A report looking into the FOMC decisions on monetary policy. We assess that the shift in outlook for (...)

8th September 2021

Markets uncertain on inflation as Eurozone GDP beats estimates

A report in response to the Eurozone data on inflation, growth and unemployment. The surprises were (...)

8th September 2021

Week Ahead: Focus on the US labor market and central banks

A report looking into the raft of tier one announcements on the economic calendar. Central bank upda (...)

8th September 2021

US ISM Manufacturing PMI reflects a sector peaking

A report looking at the ISM Manufacturing PMI, its components and what the implications are for mone (...)

8th September 2021

ECB suggests it will not be hiking rates for years

A report looking into the ECB monetary policy decision and the press conference by President Lagarde (...)

8th September 2021

Positive surprise on US Retail Sales tempered by revisions

An assessment of the US Retail Sales data and the impact on major markets.

8th September 2021

The impact of where major central banks sit on monetary policy

A report looking into the current outlook of major central banks on monetary policy tightening. Ther (...)