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You wouldn’t know, by looking at the S&P 500’s performance on Friday, that a US regional bank was having a rough time. Almost a year into last year’s regional bank crisis and about a month after a first post-earnings free-fall, the New York Community Bancorp – a commercial real estate lender in New York – […]

The post A Week Packed with Data and Decisions appeared first on Action Forex.

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27/03/2024

Further Yen Losses Avoided as Fin Min Suzuki Warned

Markets Quite a long series of US data (including consumer confidence, house price data, durable goods orders and regional business sentiment) yesterday failed to provide any clear directional guidance for US and broader markets trading. US and German yields lost 1-2 bps across the curve. This low volatility environment initially supported a further upward drift […]
26/04/2024

Worst of Both Worlds: Are the Risks of Stagflation Elevated? Part II

Part II: A Brief Review of Past Episodes of Stagflation Summary In the first installment of this series, we presented a simple framework to characterize stagflation and identified 13 instances in the United States since 1950. Episodes vary in severity, but each posed unique challenges to monetary policymakers. In this second report, we briefly review […]
08/12/2023

The Day Has Come

Yesterday was finally the day that most FX traders have been waiting for since at least a year: the day where the Bank of Japan (BoJ) gave a hint that it will finally exit its negative interest rate policy. Precisely, the BoJ Governor said, after his meeting with the Japanese PM – that handling of […]