Market Overview

FX MovesUSDIrrespective of the move in yields or equities, the overriding theme in FX markets this week has been the consolidation of the dollar, and yesterday was no different. Alongside the Swedish...

Another mixed night of risk taking with European shares still lifting while Wall Street is struggling to put on gains as concerns about the trajectory of the Fed overshadow the complex. The USD is now...

Housing is among the most interest-rate sensitive sectors of the economy. It’s also one of the most cyclical and crucial inputs for the business cycle. On that basis, one could reasonably expect...

FX Moves   USD   Yesterday marked another quiet day in FX markets as traders continued to adjust to the events of last week and position for key economic events outside of the US...

A mixed night of risk taking with European shares surging despite increased Middle East tension while Wall Street stumbled at the close with barely any gains. The USD remains relatively weak against...

With the FOMC meeting and latest US jobs report all absorbed, risk markets are wanting to extend their recent rebound with most markets in Asia drifting higher in today’s session. The...

Student debt was previously just indexed to the Consumer Price Index (CPI) inflation rate, but the 2024 budget will change this to the lower of the Wage Price Index (WPI) or CPI. Key points HECS...

Wall Street extended its gains from last week’s rebound with optimism across risk markets returning although macro events in the Middle East and some regions on holiday (UK and Japan) could...

After April's decline, the Fed's dovish stance has markets betting on a rate cut in 2024. While a December cut seems most likely, a weaker labor market and declining inflation could push it...

It was a volatile week of trading heavily influenced by hedging flows, as noted by sharp rises and declines in implied volatility measures such as the VIX. This makes grasping the underlying message...

Last week was big for macro and markets.Today’s piece is going to cover: The Fed’s dovish announcement: a sizeable tapering of their Quantitative Tightening program; A potential upcoming...

Investor psychology is one of the most significant reasons individuals consistently fall short of their investment goals. While one of the most common truisms is that “investors buy high and...

The U.S. Bureau of Labor Statistics released the April jobs report on Friday, revealing a cooling labor market with narrower job gains across several major industries. The report showed that the U.S....