This week's five highlights

May 3, 2024 10:29 AM UTC

BoJ Intervened Twice
And see sentiment turned lower in USD/JPY
FOMC Notes Lack of Further Inflation Progress
U.S. Non-Farm Payrolls Still strong if a little less so
Canada Q1 GDP looking less positive than previously projected

This week's five highlights

April 26, 2024 10:00 AM UTC

BoJ Keep Rates on hold with upward revision in CPI
USD/JPY Rally Continues on Shaky Ground
U.S. GDP Slows on Imports and Inventories
Bank of Canada Minutes Look to Gradual Easing
UK Services Inflation Resilient

This week's five highlights

April 19, 2024 10:00 AM UTC

Iran and Israel Seems to be Taking it Easy
U.S. Initial Claims stay low and stable
UK CPI Fall Further
China Q1 GDP Upside Surprise
Canada March CPI a little firmer

This week's five highlights

April 12, 2024 10:00 AM UTC

U.S. CPI Stronger than Estimated
Tone of March FOMC Minutes is Not Hawkish but Recent Speakers' Rhetoric Suggest Otherwise
And see USD/JPY Rose To Another High
RBNZ Kept Rates on Hold
UK GDP Shows Less Fragile Recovery

This week's five highlights

April 5, 2024 10:00 AM UTC

Fed in the Driving Seat Again
USD/JPY Hanging on 151
U.S. ADP Above recent trend
U.S. Non-Farm Payrolls Should be Slightly Slower 
EZ Core Disinflation Flattening Out

This week's five highlights

March 28, 2024 10:00 AM UTC

U.S. Fed's Waller Signals Caution towards Easing
U.S. Final Q4 GDP To be Revised Marginally Lower 
BoJ Summary of Opinion Little Surprise
USD/JPY Continues to March North
Canada January GDP to Bounce

This week's five highlights

March 22, 2024 10:00 AM UTC

FOMC Dots and economic forecasts marginally more hawkish
BoJ Bring Interest Rate To Zero
SNB Surprise with 25bps Rate Cut
BoE's Easing Bias Continues
RBA Holds as Expected 

This week's five highlights

March 15, 2024 10:00 AM UTC

U.S. February CPI Stronger than Preceding 
BoJ Keep Market on their Toes
USD/JPY Front Running
UK GDP Shows Emerging Recovery but Remains Fragility 
Lunar New Year Boosts Chinese CPI But Disinflation Still In Place

This week's five highlights

March 8, 2024 10:00 AM UTC

Fed Speakers Capture market Spotlight
Overshadowing U.S. Data
Bank of Canada Keeps Markets Waiting
ECB Bowing to Markets?
BoJ Signals Policy Changes Soon

This week's five highlights

March 1, 2024 10:00 AM UTC

U.S. January Core PCE prices match Core CPI
USD/JPY The Moment of Truth
RBNZ Sees No Hikes in Sight
German Inflation Drop But Services Still Resilient 
China Authorities Views and Policy Changes

This week's five highlights

February 23, 2024 10:00 AM UTC

FOMC Minutes Cautious Rather Than Hawkish
Confirmed by slate of Fed Speakers
USD/JPY Stand Above 150
ECB and its Assessment Price Persistence
China Yuan Outflow Fears Versus Net Exports

This week's five highlights

February 16, 2024 10:00 AM UTC

U.S. CPI Shows Strength in Services
While Retail Sales Dipped 
USD/JPY Broke 150
Japan Q4 GDP Stays in Contraction
UK GDP Review Confirmed Recession

This week's five highlights

February 9, 2024 10:00 AM UTC

Geopolitical Tension Continues after U.S. Military Action
Slate of Fed Speakers' View on Rates
USD/JPY Inching Closer to 150 on "Dovish" Uchida
RBA Kept Rates on Hold and Leave Doors Open
Bank of Canada Minutes Detail Inflationary Concerns

This week's five highlights

February 2, 2024 10:00 AM UTC

FOMC Suggest March Easing Seen Unlikely but Q2 Remains Plausible
 U.S. January Non-Farm Payrolls To Show Strong Labor Market 
DXY Remains Choppy on Headlines and Geopolitical Risk
More EZ Core Disinflation Signs But Services Inflation More Stubborn
Canada November GDP looking stronger than BoC project

This week's five highlights

January 26, 2024 10:00 AM UTC

War in Gaza and MENA Country Risk 
Trump's Reelection and U.S. T-Yields
U.S. Q4 GDP delivers another strong quarter
Bank of Canada Drops Tightening Bias
BoJ's Ueda Hinting April Move

This week's five highlights

January 19, 2024 10:20 AM UTC

Geopolitical Tension Remains Headline
DPP Won Taiwan Election
U.S. December Retail Sales Show Continued Resilience
China Q4 GDP Above 5%
UK Headline and Core CPI Fail to Fall

This week's five highlights

January 12, 2024 10:00 AM UTC

Geopolitical conflict once again seize the headline again as the U.S. and UK launched airstrikes against Houthi targets in Yemen while Australia, the Netherlands, Bahrain, and Canada supported. Dozens of targets including training and drone storage facilities were stroke with the U.S. and UK launchi

This week's five highlights

January 5, 2024 10:00 AM UTC

FOMC minutes from December 13 show that while almost all participants expect lower rates to be seen by the end of 2024, they want forecasts to be treated cautiously at this point. Caution over easing and increased confidence that progress is being made on inflation are however both clear in the minu

This week's five highlights

December 15, 2023 10:00 AM UTC

The FOMC has left rates unchanged at 5.25-5.50% as expected though made some dovish adjustments to the statement and to the dots. The FOMC no longer expects further tightening while the dots see 75bps of easing in 2024 rather than 50, which with the end 2023 rate 25bps lower than seen in December me