Fundamental analysis of Forex market

Week Ahead: US Core PCE and Jackson Hole Symposium to Dominate Headlines

Could the US Dollar finally settle down this week? Perhaps. But it might only be until Friday when Fed Chairman Powell speaks at the Jackson Hole Symposium.Can you recall a ...
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Weekly Economic & Financial Commentary: The Fed Still Has More Work to Do

Summary United States: Expansion Not Yet Heading to the Gallows An increase in real retail sales by our estimates and a rebound in industrial production in July offered evidence beyond ...
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Hawkish FOMC comments and Norges Bank hike

Market movers todayIt will be a very quiet day on the data front today with only UK retail sales and German PPI of interest. The 60 second overview Norway: Norges ...
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2022 Conservative Party Leadership Election: What’s at Stake for the GBP?

Truss is arguing for looser fiscal policy and tighter monetary policy, a policy stance that has historically supported strength in the underlying currencyEarlier this week, we discussed the political backdrop, ...
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The Pendulum Between Inflation and Growth Fears Swung from One Extreme to the Other

MarketsSince the beginning of the year up until mid-June, investors turned a blind eye to growth risks, focusing solely on inflation developments and changing reaction functions of central banks (normalization/tightening) ...
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UK Inflation Unexpectedly Reached Double Digits (First Time Since 1982) in July

Markets:A dramatic sell-off in core bonds marked today’s market action. A number of smaller events culminated an impressive move. Yesterday’s earnings by US retailers Wallmart and Home Depot set things ...
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Pound Yawns as UK Inflation Hits 10.1%

The British pound is almost unchanged today, trading just above the 1.21 level. UK inflation hits double-digits It hasn’t been a good week for the UK, with today’s inflation report ...
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UK Prelim Q2 GDP and Recession Outlook

After their last meeting, the BOE warned that 5 quarters of negative growth were coming. The consensus of expectations shows that there could be starting with data reports from tomorrow ...
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Oil Report: Bulls to Disrupt Current Stabilisation?

WTI’s price was on the rise yesterday, yet overall seems to remain rather stable yet at lower levels than our last report as the price remains near $90 per barrel ...
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Oil Report: Bulls to Disrupt Current Stabilisation?

WTI’s price was on the rise yesterday, yet overall seems to remain rather stable yet at lower levels than our last report as the price remains near $90 per barrel ...
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US CPI Recap: A Turning Point in the Inflation Debate?

If the “peak inflation” theme gathers steam in the coming weeks, we may look back at today’s inflation reading as a major turning point for the year-to-date market trends.In Monday’s ...
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US CPI Release Will Determine Dollar’s Trend

It is definitely inflation day today. China, Germany, and Italy have released their consumer inflation data, while the US will release theirs before the New York session begins. Historically, inflation ...
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Risk Assets or USD?

What will happen?This week several important macroeconomic reports will be presented. On Wednesday, the Bureau of Labor Statistics will publish the consumer price index (CPI), which accounts for most of ...
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Sterling Rides Wave of Risk Sentiment Ahead of GDP Report

In the United Kingdom, preliminary GDP growth data for the second quarter will hit the markets at 06:00 GMT Friday. The British pound has suffered heavy damage this year, falling ...
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Reserve Bank of Australia Sees Flexible Path Forward

Summary The Reserve Bank of Australia (RBA) raised its Cash Rate by 50 bps to 1.85% at its August meeting and signaled that further rate hikes will be needed to ...
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Weekly Economic & Financial Commentary: July Jobs Report Squashes Current Recession Fears

Summary United States: July Jobs Report Squashes Current Recession Fears Employers added over half a million jobs in July, which squashes arguments that the U.S. economy is currently in recession ...
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Week Ahead: Fallout from BOE and NFP; Focus on CPI

This week expect to see more follow through price action from Non-Farm Payrolls and the BOE. In addition, watch the data to see if inflation has peaked or continued higher.Last ...
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Forward Guidance: Soaring U.S. Inflation to Ease Off in July

U.S. inflation numbers are expected to edge lower next week, dropping to 8.8% in July. The slowdown (the reading was at 9.1% in June) comes after inflation hit record levels ...
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Cliff Notes: Disparate Consequences of Global Fight Against Inflation

Key insights from the week that was.50bp rate hikes were seen in Australia and the UK this week, with both central banks also signalling that additional tightening is likely to ...
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US July NFP Expected to Slow

The headline number of job gains so far this year has left policymakers quite happy. But a look under the surface shows some troubling signs. And they are expected to ...
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