The NY Fed Smoothed Tensions Again By Announcing A Similar Operation For Today
Markets Tensions on US money markets, which started building from last Friday, escalated yesterday. US repo rates spike...
Bank of Japan Mulls More Stimulus; is a Surprise on the Way?
The Bank of Japan will conclude its two-day policy meeting on Thursday, a few hours after the Federal...
Oil Risk, Dovish RBA Minutes
Oil risk to secure 25bp at Fed The oil-related sell-off following the weekend’s attack on Saudi Arabia facilities...
Oil ‘Supply Shock’ in Context
So-called oil ‘supply shocks’ have typically led to sustained oil price inflation, doing serious damage to the global...
Saudi Strike Upends More Than Oil
Oil prices are up 8%, paring earlier gains of nearly 20% seen at the Asia open following the...
Saudi Arabia Attacks Pummels Markets
Oil futures leapt this morning by over 15% in a knee-jerk reaction to the attack on the Saudi...
Weekly Economic and Financial Commentary: Recession Fears Easing Up?
U.S. Review Recession Fears Easing Up? This summer’s fears about escalating trade tensions, slowing global growth and an...
Forward Guidance: Economic Data Still Looks Okay, Fed Will Still Cut Rates
A quiet past week of economic data nonetheless took on a (slightly) more positive tone in terms of...
The Weekly Bottom Line: Optimism on Trade Deal Lifts Markets
U.S. Highlights There was good news in the trade negotiations between the U.S. and China this week as...
Week ahead – Central Banks the Only Game in Town
Brexit, Fed and trade war remain in focus For many months now, all of the attention has been...

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