Analysis
Fed Focus
What to look for from the Fed this week. This is the time where the two competing narratives over the Fed’s path of rates get
January 31, 2023
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THE LATEST MARKET INSIGHTS FROM GILES
Analysis
The RBA will need to be more aggressive now…
It was Australia’s inflation data this week that raises expectations for a more aggressive RBA. All the inflation metrics beat across the board and both
January 27, 2023
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Analysis
What to expect from US Inflation data on Thursday
The way the market will react to this data point is most likely to be as follows. A strong inflation reading that comes in above 7% for the headline and above 6 % for the core will show market participants that the Fed still has more to do in terms of hiking rates
January 11, 2023
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Analysis
January 5, 2023
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Analysis
RBNZ Look ahead: Another hawkish tilt?
Inflation dogs the RBNZ as they seek to bring inflation down to 2%
November 18, 2022
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Analysis
November 17, 2022
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Analysis
CAD CPI Print Outlook
The Canadian CPI print will be released at 1330 UK time. If we see a surprise beat in the print then we would expect the
November 16, 2022
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Analysis
How to trade the BoE meeting
On Thursday the Bank of England meet and a 50bps rate hike is fully priced in. A 75bps rate hike is seen by Short Term
September 21, 2022
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Analysis
How to trade the BoJ meeting
The Bank of Japan have a problem. That problem is the weakness in the JPY. You can see from the index chart below that JPY
September 20, 2022
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