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Weekly market recap (30-03 november)
MondayECB’s Vujcic (neutral – voter) confirmed that the tightening cycle has ended, and the ECB will now hold rates steady for as long as necessar...
November 3, 2023, 2:10 pm
Ecb’s schnabel: we cannot close the door to further rate hikes
ECB Executive Board member Isabel Schnabel warned in a speech that the “last mile” in disinflation ...
November 3, 2023, 1:09 am
Schnabel:with current monetary policy stance, we expect inflation return to target by 2025
ECB session are both speaking and says:With our current monetary policy stance, we expect inflation to return to our target by 2025The ...
November 2, 2023, 10:32 pm
Us q3 prelim unit labor costs -0.8% vs +0.7% expected
Prior was +2.2% (revised to +3.2%)Q3 productivity +4.7% vs +4.1% expectedPrior productivity +3.5% (revised to +3.6%)The plain takeaway from this data ...
November 2, 2023, 12:30 pm
Ijh: insurance, asset management and industrials compress multiples
IJH has heavy exposure to industrials, financials, and consumer discretionary sectors. The lack of regional banking exposure within the financials buc...
November 2, 2023, 12:15 pm
Boe likely to hold to for the second straight meeting
BoE stands at a critical juncture as it is expected to maintain its policy interest rate at 5.25% today, marking the second consecutive pause in tight...
November 2, 2023, 5:48 am
Cliff notes: upside inflation risks linger
Key insights from the week that was. In Australia, the Q3 CPI printed at 1.2% (5.4%yr) for headline inflation and 1.2% (5.2%yr) for core trimmed mean ...
October 28, 2023, 1:19 am
Boc stands pat, concerned on slow disinflation progress
BoC left overnight rate unchanged at 5.00% as widely expected. Bank Rate and deposit rate are held at 5.25% and 5.00% respectively. The Governing Coun...
October 25, 2023, 2:12 pm
Aud traders - nab says cpi data to be higher than rba expects, forecast november rate hike
National Australia Bank is forecasting a November Reserve Bank of Australia interest rate hike of 25bp, which will take the cash rate to 4.35%.NAB on ...
October 23, 2023, 9:51 pm
Q&a from fed powell: economy is very resilient and growing strongly
Economy is very resilient, growing stronglyGrowth is running above its longer run trend. That is a surpriseEconomy is a story of stronger demand.May b...
October 19, 2023, 4:25 pm
Icymi, former fed bullard: investors too complacent on inflation, fomc might go to 6.5%
Former Federal Reserve Bank of St. Louis President James Bullard spoke Friday in Marrakech, Morocco, at a Euro50 seminar on the sidelines of the annua...
October 16, 2023, 12:01 am
Harker: fed is likely to be done with rate hikes
Harker recently shifted to a calling for the Fed to hold so this isn't new, though he wasn't this explicit previously.Supports higher-for-longer inter...
October 13, 2023, 1:00 pm
Sunset market commentary
Markets: Today centered around US September CPI inflation numbers. They printed… nearly bang in line with consensus. Headline CPI rose by 0.4% M/M (...
October 12, 2023, 2:07 pm
Gbpusd technical analysis - we are at a key resistance
US:The Fed left interest rates unchanged as expected at the last meeting.The macroeconomic projections were revised higher as the economy showed much ...
October 12, 2023, 9:43 am
Eurusd technical analysis - this resistance will decide where the pair goes next
US:The Fed left interest rates unchanged as expected at the last meeting.The macroeconomic projections were revised higher as the economy showed much ...
October 12, 2023, 7:14 am
Usdchf technical analysis - key support in sight
US:The Fed left interest rates unchanged as expected at the last meeting.The macroeconomic projections were revised higher as the economy showed much ...
October 11, 2023, 8:26 am
Nzdusd technical analysis - watch this key support
US:The Fed left interest rates unchanged as expected at the last meeting.The macroeconomic projections were revised higher as the economy showed much ...
October 11, 2023, 6:03 am
Audusd technical analysis - chances of more upside after the failed breakout
US:The Fed left interest rates unchanged as expected at the last meeting.The macroeconomic projections were revised higher as the economy showed much ...
October 10, 2023, 11:08 am
Eurusd technical analysis - key resistance in sight
US:The Fed left interest rates unchanged as expected at the last meeting.The macroeconomic projections were revised higher as the economy showed much ...
October 10, 2023, 5:59 am
Ex fed pres. bullard: the story of us recession is not materializing
The story of US recession is not materializingStrong jobs report confirmed a reacceleration of the US economyHigher for longer for the FedYes we are g...
October 9, 2023, 2:59 pm
