• November 8, 2024

Gold Heads for Weekly Drop as Traders Weigh Trump, Fed Outlook

(Bloomberg) -- Gold fell at the end of a volatile week’s trading, as investors assessed the path ahead for US rates and the implications of Donald Trump’s election victory. Bullion fell by ...

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• November 8, 2024

Inflation expectations fall to lowest level since December 2020

Americans are feeling increasingly better about the short-term path for inflation. The latest consumer sentiment survey from the University of Michigan revealed that consumers expect inflation ...

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• November 8, 2024

Wall Street Fed Watchers Dial Back 2025 Rate-Cut Expectations

(Bloomberg) -- Economists and strategists across Wall Street have dialed back their expectations for US interest-rate cuts next year based on this week’s presidential election of Donald Trump and co...

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• November 8, 2024

Markets Weekly Outlook – Attention Shifts Back to Data, US CPI in Focus

A blockbuster week comes to a close with a slow Friday as markets still digest the news and potential developments after Donald Trump swept to victory in the US elections. Not a surprise, at leas...

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• November 8, 2024

Market Outlook: Trump’s Return, Key Economic Reports to Shape Trading Next Week

After Trump comeback, normality to return to markets with US CPI. GDP data from UK and Japan to also be important. But volatility to likely persist as markets assess impact ...

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• November 8, 2024

What Does Trump 2.0 Mean for the Financial Markets?

Donald Trump won the election by a clearer and wider margin than what was expected, and the Republicans gained control of the Senate. In the short-term, we believe this outcome is likely to...

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• November 8, 2024

Fed Eases Rates: Optimizing Stock Opportunities as Dollar Holds Steady

Fed cuts rates and keeps door open to a December move Powell appears confident about the inflation outlook Equities’ euphoria continues, strongest weekly rally of 2024 ...

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• November 8, 2024

BoE's Rate Cuts Likely to Outpace ECB Despite UK Budget Overhaul

The latest UK government budget, which saw big tax rises but even bigger spending increases projected for 2025-26, has forced markets to rethink Bank of England expectations. Rates are expected t...

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• November 8, 2024

Powell's Mixed Message Remains Dovish

The Fed cut the federal funds rate (FFR) by 25bps yesterday as widely expected. We expected it as well, though we still believe that the now 75bps cut in the FFR since September 18 is ...

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• November 8, 2024

Fed Has No Choice But to Dance to Trump’s Tune

The Federal Reserve ( Fed ) delivered the second rate cut of the year yesterday. Chair Jerome Powell said that the Fed doesn’t rule ‘out or in’ a rate cut in December, that the US econ...

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