US CPI Report: Treading Carefully In Case of New Inflationary Pressures

US CPI Report: Treading Carefully In Case of New Inflationary Pressures Wednesday’s CPI release is set to provide another critical data point for the Fed as it weighs up the path back to its 2% inflation target. The consensus expects October’s headline CPI to rise by +0.2% month-on-month, matching September’s increase, with core CPI projected … Read more

The Fed’s Interest Rate Decision Amidst Political Change: What’s at Stake?

The Fed’s Interest Rate Decision Amidst Political Change: What’s at Stake? As the Federal Reserve gears up for its interest rate decision on Thursday, November 7, markets are widely anticipating a 25bps cut, which would bring the target range for the Federal Funds Rate to 4.50-4.75%. This move aligns with current money market pricing, reflecting … Read more

The Trump Trades: Market Implications of a Republican Win

The Trump Trades: Market Implications of a Republican Win A Republican victory, virtually certain now,  in the US election could bring significant market shifts, as investors weigh potential changes in fiscal policy, trade, and regulation. Here’s a breakdown of how various assets might respond to a Republican-led administration: USD: Potential for Strengthening The U.S. dollar … Read more

Dollar Weakness on Harris Momentum, Election Week Uncertainty Looms

Dollar Weakness on Harris Momentum, Election Week Uncertainty Looms As we enter US election week, the USD has started with a softer tone, reflecting recent shifts in polling data that suggest a potential swing towards Democratic candidate Kamala Harris in critical battleground states. This follows last week’s weak payrolls data, weighed down by recent hurricanes … Read more

NFP and USD Sentiment Ahead of US Elections

NFP and USD Sentiment Ahead of US Elections Today’s Nonfarm Payrolls (NFP) report comes at a critical time, just days before the US election. With the STIR market pricing a 96% chance of a Fed rate cut, this jobs data could significantly influence USD sentiment heading into next week. NFP Expectations This Afternoon The NFP … Read more

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