Inflation

Today is the unofficial start of the fourth quarter earnings season. Over the next month and a half, virtually all the listed companies in the world will issue their latest earnings reports. Not surprisingly, the markets tend to get quite a…
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The two largest economies in the world are expected to report inflation figures later this week. But, by far, the US figure is expected to be the most important. The yuan trades within a bound set by the PBOC, which limits the impact…
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Through at least the early part of this year, the ECB is expected to go against the trend of most other major central banks. The BOE and Fed are expected to continue to slow the pace of rate hikes as inflation comes down, the economy comes…
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Tomorrow has the last bit of potentially major market moving data as trading winds down for the holidays. Which means the figures could have implications for how the new year starts, as attention will come back to the economic outlook for…
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The last couple of US inflation readings came in well below expectations, showing a dramatic acceleration to the downside in the inflation rate. In fact, inflation for November was recorded as lower than in January. December might prove to…
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Usually, we have all the key data points ahead of an FOMC decision to make a better evaluation of what could happen. But this time, the most important data for the Fed will be released during the first day of their meeting, later today.…
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PM Sunak is facing increasing challenges as the country wraps up the year. Strikes have been going on for months in different sectors, but they are getting particularly intense of late, as workers struggle with higher cost of living. But,…
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Over the next couple of days, we will be getting a series of monthly data from the US housing market. This data comes back into focus after the latest CPI reading, which is why it could have some influence on the dollar. Remember that…
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The AUDUSD has been trending higher for about a month at this point, but a substantial amount of that could be attributed to events outside of Australia. The latest data releases give reasons to expect a stronger Aussie, but the actions…
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