Week Ahead – US CPI to Shift Market Focus Back to Data After Trump Shock

The strong decline in US and European bond yields continued in the second half of December, as market expectations firmed for rapid and large interest rate cuts from central banks in 2024. This followed from dovish signals from the Fed earlier in December and signs that inflation is under control, and despite what seems to […]

The USDCHF pair, commonly called the “Swissie,” represents the exchange rate between the US Dollar and the Swiss Franc, providing insights into the economic dynamics between the United States and Switzerland. The US Dollar is influenced by the broader economic trends in the United States and decisions by the Federal Reserve, particularly concerning interest rates […]

The US bond and stocks extended their rally on the back of soft US economic data and another strong US bond auction. The US dollar fell sharply against most majors, allowing the euro, sterling, and the yen to extend gains into the year end. The rally in the sovereign space looks overdone, hence the rally […]