8th September 2021

A negative surprise on Industrial Production, USD slips

Looking at today’s US Industrial Production data and the impact on USD.

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 (...)

6th September 2021

Week Ahead: Central banks in focus with the ECB meeting key

A report looking into what will be driving markets in the coming week. There are three central banks (...)

6th September 2021

Weak Nonfarm Payrolls could now leave USD stuck in a range

With the expectation of a December Fed taper having increased, we believe that USD will become range (...)

26th August 2021

US GDP revised higher in Q2, helping USD find support

A report looking into today’s second reading of US Q2 GDP. Markets seem to be taking an upward revis (...)

25th August 2021

Majors at mid-week: USD correction stalling ahead of Powell

We look at where major markets are positioned at mid-week. Markets are looking pensive with Fed Chai (...)

25th August 2021

German Ifo falters on dimming future prospects

Our reaction to today’s German Ifo data. We look into what the implications of the data are and how (...)

24th August 2021

With Commodities at an inflexion point, Jackson Hole will be key

The outlook for commodities is intriguingly poised following the recent rebound. The tipping point l (...)

23rd August 2021

Risk appetite buoyed as US Flash PMIs miss estimates

Looking into the impact of today’s US Flash PMI data, the impact on Fed policy and on risk sentiment

23rd August 2021

Technical rally on forex majors to be another chance to sell

We look into the technical rally that is playing out through forex majors against the US dollar. How (...)

23rd August 2021

Week Ahead: All eyes on Fed’s Powell at Jackson Hole

We look at what will impact major markets and LatAm in the week ahead. Fed chair Powell’s speech at (...)

17th August 2021

US Retail Sales fall more than expected in July

A report looking at the reaction to today’s US Retail Sales data. Picking through the data, a declin (...)