Markets Rebound From China Slowdown On Trade Hopes
FX – Dollar not slowing down despite holiday and ongoing partial shutdown The US dollar is mixed against...
Brexit: May Unveils Plan B, Market Shrugs
As my colleague Fawad Razaqzada noted earlier this morning, markets were relatively dull heading into the day’s marquee...
No NY’s Resolutions from ECB
Reinvestment policy and forward guidance interest rates to remain unaltered No downgrade of risks to eco outlook (yet)...
Bank of Japan Meets amid Growing Downside Risks and Stronger Yen
The Bank of Japan will hold its first monetary policy meeting of 2019 on January 22-23, and unlike...
ECB Preview: We Assign 60% Chance of ECB Hike in December 2019
Most interesting to us at next week’s meeting will be the growth risk assessment and more hints on...
China Weekly Letter – More Signs a Trade Deal is Coming
Weak data confirms slowdown – but markets are calm US-China high-level trade negotiations confirmed for 30-31 January Wall...
Weekly Economic and Financial Commentary: Hanging in There
U.S. Review Available Data Show U.S. Economy Is Hanging in There Industrial production rose 0.3% in December, driven...
The Weekly Bottom Line: Dysfunctional Governments on Parade
U.S. Highlights The government shutdown extended to its 28th day, making it the longest on record with no...
Brexit: Betting Markets See Near Coin-Flip Odds of a Second Referendum, “Plan B” on Tap
Much like a rollercoaster ride, this week’s Brexit developments have been full of twists and turns…but have ultimately...
Strong US Data, Trade Solace, & Consistent Fed Speak Drive Strong Dollar and Risk Narrative
The US dollar rally continues to be supported by strong US data, accommodative comments from Fed officials, and...

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