Sunday, October 24, 2021

Week Ahead: Central Banks Return, Political Drama and BIG Earnings

Without many catalysts for the markets over the last few weeks, potential market moving events will return in force this week!  After a few...

Mexico’s Inflation Continues to Rise Despite Interest Rate Increases USD/MXN

At Mexico’s last central bank meeting on September 30th , Banxico hiked interest rates from 4.5% to 4.75% and said that the recent rise...

The Weekly Bottom Line: Inflation Keeps on Persisting

U.S. Highlights Inflation remained top of mind this week as economic indicators offered little evidence of moderation in supply-side disruptions. The bond market continued...

Weekly Economic & Financial Commentary: Economic Disruption in China & U.K. CPI Fueling BoE...

Summary United States: Snarled Supply Chains Stymie Production Supply chain snags continue to bedevil the factory sector. Industrial production fell 1.3% in September. Tangled...

Week Ahead – Between a Rock and a Hard Place

Inflation is a growing concern For years central banks have been operating under the assumption that inflation will eventually return to target while having...

XAU/USD Outlook: Gold Surges above $1800 on Weaker Dollar and Rising Inflation Expectations

Spot gold surged to the highest levels in 1 –1/2 months on Friday, lifted by a weaker dollar and a pick-up in inflation expectations,...

Forward Guidance: BoC to Ease Off the Monetary Policy Accelerator

Inflation concerns will likely be front-and-center at the Bank of Canada meeting next week. Near-term GDP growth has fallen short of the BoC’s forecast,...

Fed Powell: Supply constraints and elevated inflation likely to last longer than expected

Fed Chair Jerome Powell said Fed is “on track” to start tapering the asset purchases. “Supply constraints and elevated inflation are likely to last...

Week Ahead – ECB, BoC, and BoJ Meetings in the Spotlight

It’s a huge week ahead, with three central bank meetings and a storm of data releases that will reveal how the major economies performed...

Weekly Focus – Slowing Growth in the Euro Area

Markets have continued in risk on mode this week with rising equities and 10-year US treasuries back at May levels close to 1.70%. The...