Market Overview Analysis & Opinion

Wow, the Fed lowered the federal funds rate (FFR) by 50bps yesterday and the economy is already responding. Jobless claims fell and two regional business surveys strengthened in September, while the...

The BoE is much more cautious than the Fed What was striking about today’s Bank of England decision is how different the messaging was compared to the Federal Reserve yesterday. The Bank has kept...

Recent market volatility has raised questions about the staying power of the rally for global assets that began in late-2023. A clear warning sign has yet to emerge, based on a set of ETF pairs that...

The Bank of England (BoE) kept rates unchanged on Thursday as widely expected. The vote split came in at 8-1, with just one dovish dissenter. Markets had been expecting a 7-2 split. Comments attached...

After over two years of Fed pauses, pivots, and uncertainty, the Fed has finally kicked off a new cycle by cutting its overnight rate by 50 bps and delivering an even more dovish dot plot than...

In 1997, IBM (NYSE:IBM)'s Deep Blue defeated world chess champion Garry Kasparov, marking a pivotal moment in artificial intelligence (AI) history. This victory was a sign of things to come, with AI...

‘The stock market has risen too sharply, stocks are overvalued, there is a risk of overheating’. These are the main statements that we have read again and again in recent years, and increasingly in...

Beneath the surface of the latest UK CPI report, there are signs that the inflation story is slowly but surely moving in the right direction. That might sound weird, given that services inflation...

Today’s retail sales report could be critical, especially if it comes in weak, as the market is currently uncertain about the number of rate cuts expected tomorrow. Currently, Fed Fund Futures show...

Last week, the European Central Bank (ECB) decided to cut rates for the second time this year, following its initial cut in June. The Deposit Facility Rate, which determines the interest banks earn...

Global interest rate decisions take centre stage this week, with the most intriguing meeting likely to come from the Federal Reserve announcement on Wednesday. That there will be a cut from the Fed...

This week will feature critical central bank meetings, with the Fed on Wednesday, the Bank of England on Thursday, and the Bank of Japan on Friday. While the Fed will capture most of the focus in the...

Be prepared for this week's Federal Reserve meeting. Here are 4 ways to trade the upcoming interest rate cut 

The August jobs report highlighted a critical reality: the labor market is cooling off. While the headline figures seemed decent, the underlying data reveals clear warning signs that worker demand is...