US CPI in Focus Amid Inflation & Growth Concerns Article published on March 12th, 2025 4:00AM UK Time US Inflation Set to Moderate, But Tariff Risks Loom Market attention is firmly on the upcoming US CPI report, with analysts expecting February headline inflation to rise 0.3% M/M (down from 0.5% in January), while the core … Read more
Bank of Canada Poised for Further Rate Cut Amid Intensifying Trade Tensions Article published on March 11th, 2025 4:15AM UK Time The Bank of Canada (BoC) is anticipated to reduce the target for the overnight rate by 25 basis points FROM 3.0% to 2.75% in its upcoming policy meeting. Market probabilities currently assign an 89% … Read more
NFP Preview – Key Levels to Watch for USD & Equities Article published on March 7th, 2025 2:00AM UK Time Soft Data Signals Weakness, But Hard Data Holds the Key As we approach the March 7th Non-Farm Payrolls (NFP) report, market sentiment is cautious following a run of weak US economic data. However, much of … Read more
Daily Market Brief: ECB Rate Cut Expected, but Policy Language Holds the Key Article published on March 6th, 2025 1:30AM UK Time The European Central Bank (ECB) is set to cut rates by 25bps on Thursday, March 6, lowering the Deposit Rate to 2.5%—an outcome that markets have already fully priced in with a 96% … Read more
SNB Policy Outlook: Inflation Risks and Market Expectations for Rate Cuts Article published on March 5th, 2025 1:30AM UK Time The Swiss National Bank (SNB) remains firmly committed to price stability, with recent commentary from policymakers reinforcing the central bank’s readiness to act if needed. With inflation running low and likely to dip further, market … Read more
China’s Two Sessions – Market Expectations and Policy Signals Article published on March 4th, 2025 5:45AM UK Time China’s annual Two Sessions meetings, a key political and economic event, are set to unfold this week, with the Chinese People’s Political Consultative Conference (CPPCC) commencing on March 4th and the National People’s Congress (NPC) following on … Read more
Trade Tensions Escalate: A Breakdown of Key Tariff Moves Article published on March 3rd, 2025 3:30AM UK Time Global trade tensions are heating up as a series of tariff measures come into effect, signaling a new phase in the ongoing economic standoff. The latest actions by the US and China, alongside broader trade policy shifts, … Read more
Tariffs, Tax Cuts, and the USD: The Next Market Drivers Article published on February 28th, 2025 6:00AM UK Time According to ING several factors have contributed to recent declines in US Treasury yields, signaling market hesitation over fiscal and monetary policy dynamics: 1️⃣ Fiscal Efficiency Measures – So far, $55 billion in cost savings have … Read more
CAD Outlook: Q4 GDP in Focus Amid Tariff Uncertainty Article published on February 27th, 2025 6:30AM UK Time Canada’s Q4 GDP Data to Provide Key Economic Insight The December and Q4 GDP figures, set for release on Friday, will be closely watched by markets and the Bank of Canada (BoC) as policymakers assess the strength … Read more
PCE Inflation in Focus as Fed Maintains Caution Article published on February 26th, 2025 5:00AM UK Time Markets Await January PCE Data Investors are closely watching the release of January’s Personal Consumption Expenditures (PCE) report, the Federal Reserve’s preferred inflation gauge. The headline PCE is expected to rise 0.3% M/M, holding steady from December, while … Read more
