Fed path shaped by firm inflation – Societe Generale
Societe Generale’s Jan Groen reviews August US inflation and growth data, highlighting that Core PCE came in softer than expected...
Societe Generale’s Jan Groen reviews August US inflation and growth data, highlighting that Core PCE came in softer than expected...
TD Securities economists Oscar Munoz and Eli Nir assess US PCE and GDP revisions as broadly supportive for a firm...
Francesco Pesole at ING says EUR/USD downside risks have increased after dovish comments from European Central Bank (ECB) President Christine...
Lee Hardman at MUFG highlights that the Australian Dollar has slipped back below 0.7000 against the US Dollar, testing the...
Deutsche Bank’s Early Morning Reid notes that rising US yields and Oil prices are weighing on equities. The S&P 500...
Commerzbank’s Volkmar Baur highlights that the US current account deficit remains large at about 3% of GDP and increasingly relies...
Deutsche Bank’s macro strategy team notes that the Reserve Bank of Australia raised its cash rate by 25 basis points...
Commerzbank’s Volkmar Baur reports that the Reserve Bank of Australia raised its cash rate by 25 bps to 4.6%, the...
MUFG’s Lloyd Chan warns that the Indonesian Rupiah remains exposed as US yield increases erode Indonesia’s rate support. Bank Indonesia...
HSBC sees the Euro facing mounting headwinds from both monetary policy and energy markets. The bank notes vulnerability stemming from...