分析报告

Market focus turns to the ECB

Market focus turns to the ECB

Asian equity markets are up due to China's rate cut hinting at stimulus measures. The US Fed kept rates steady, suggesting possible hikes this year. The ECB is expected to raise interest rates despite the Eurozone's recession and high inflation. The market is also partly expecting another ECB hike in July. Today's US data will be studied for clues on the Fed's policy pause duration.
Moneta Markets | 748天前
US Inflation Half the Pace Is Not Good Enough

US Inflation Half the Pace Is Not Good Enough

The US just saw a major improvement in current inflation. Headline CPI has halved from the peak to now 4.0%. While the monthly rise was almost flat at just 0.1%. Both results were in fact better than the market had hoped for.
ACY Securities | 749天前
Lower CPI, higher change for a pause on FED

Lower CPI, higher change for a pause on FED

In May, the United States experienced a slowdown in price pressures, primarily due to a decrease in gasoline prices. As a result, the CPI only advanced by 0.1% on a month-to-month basis, which was in line with expectations.
ACY Securities | 749天前
China cuts USD bearish

China cuts USD bearish

USD soft after China rate cut. The USD is weaker this morning following China stimulus and expectations for decelerating US inflation while the decline of the USD aligns with my medium-term prediction, I remain unconvinced.
ACY Securities | 749天前
US Inflation Data Receives Muted Applause

US Inflation Data Receives Muted Applause

The US just saw a major improvement in current inflation. Headline CPI has halved from the peak to now 4.0%. While the monthly rise was almost flat at just 0.1%. Both results were in fact better than the market had hoped for.
ACY Securities | 749天前
US Fed expected to pause rate hikes

US Fed expected to pause rate hikes

Asian markets up on US market boost & expected Fed rate hike pause. UK GDP rises due to services output, declines in construction & industrial production. Fed announcement to confirm pause, closely watched for further action. US Treasury & gilt yields rise, sterling lifted by anticipated UK rate hikes.
Moneta Markets | 749天前
Australian Recession Imminent

Australian Recession Imminent

In this compelling article, join me, Clifford Bennett, Chief Economist at ACY Securities, as we dive into the latest market trends and gain valuable insights into the dynamic forces shaping global economies and financial markets.
ACY Securities | 750天前