Markets US data on Thursday and Friday dampened hopes for the Fed to turn to more neutral policy conditions already at the mid-September policy meeting. After an unexpected acceleration in PPI inflation, July US retail sales also didn’t show any urgency for the Fed to fuel demand already at this stage. Headline sales rose a…
Markets spent the past week navigating a narrow path between relief and reality. Relief came from headline trade developments that bought more time for diplomacy. Reality showed up in the form of fresh price pressures and unresolved global tensions. The contrast defined how investors approached risk, producing a complex mix of resilience and unease. On…
EUR/USD is up 0.50% to 1.1673 after July US CPI shows a flat headline but a hotter core print. Markets still price in >90% chance of a September Fed rate cut despite core CPI beat. Trump slams Powell for being “too late” on cuts, threatens lawsuit over Fed building renovations. The EUR/USD rises during the…
Kansas City Fed President Jeffrey Schmid said in a speech today that with the economy still showing momentum, business optimism rising, and inflation remaining above Fed’s 2% goal, it is appropriate to keep monetary policy “modestly restrictive” for now. Schmid noted that while higher tariffs appear to have had only a limited effect on inflation…
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Last week’s FX leaderboard was dominated by growth-linked and higher-yield currencies, with Sterling, Aussie, and Kiwi outpacing the field. At the other end, traditional safe havens found themselves out of favor, with Yen and Swiss Franc bringing up the rear. Sterling’s climb came on the back of a narrow 5–4 BoE rate cut vote and…
The mood in financial markets has remained upbeat towards the late summer as peak uncertainty over US trade policies appears to ease. Even if the US July Jobs Report showed that employment growth has been clearly weaker than previously thought, economic surprise indices have otherwise stabilized at neutral or slightly positive levels across all major…
The Pound Sterling trades firmly against the US Dollar around 1.3450 as traders trim bets supporting BoE’s interest-rate cuts this year. Fed Governor Waller could be nominated as Chairman Powell’s successor. Investors await UK employment and US CPI data next week. The Pound Sterling (GBP) clings to three-day gains around 1.3450 against the US Dollar…
Trading in the region of $37.35700 in today’s session, Silver looks to continue bullish momentum shown in Friday’s session, rallying from monthly lows. Silver (XAG/USD): Key takeaways from today’s session Writing after Friday’s weak job report, Silver has found support on a weakened dollar and as traders adjust expectations for Fed monetary policy Latest developments…
Markets entered last week riding a wave of optimism, but exited rattled. Wall Street could have marked the end of its summer rally, with Friday’s sharp selloff capping a week of crosswinds, from upbeat GDP numbers and trade deals to dismal job data and institutional upheaval. Dollar, too, saw its recent momentum falter, closing the…