There’s a lot on the schedule next week: the Reserve Bank of Australia and the Bank of England meet, plus it’s a US nonfarm payroll week.…
The week ahead is filled with two major central bank meetings, a speech by President Biden, and a lot of important data. The result should be,…
The surprise of the week just ending was the dog that didn’t bark – the muted reaction (no reaction, in fact) to the higher-than-expected US consumer…
Inflation and inflation expectations are likely to be in the spotlight in the coming week. We saw a decline in US inflation expectations this week and…
Some time ago, the key phrase in the market was “monetary policy divergence.” Economies were growing at different speeds and central banks were moving to adjust…
With labor markets in focus all around the world, next week’s US nonfarm payrolls is going to be…well, as important as it always is. What’s the…
One of the highlights of the coming week will be a web-based conference held by the Bank for International Settlements (BIS): “Innovation Summit 2021: How can…
We had the Bank of Canada and the European Central Bank this week. Next week, we get three more major central banks: the Fed (Wednesday), the…
There’s been a marked change in sentiment in financial markets recently. The change has emanated from the bond market, specifically the US Treasury market, where yields…
Looking at the performance of currencies so far this year, it looks like a typical “risk-on” move: the commodity currencies have gained, and the safe-haven JPY…
