Analýza

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 | Pred 696 dňami
FED to pause this week

FED to pause this week

The forex market had a calm start to the week but still a very busy week ahead, anticipating policy updates from the Fed (Wed), ECB (Thurs), and BoJ (Fri) in the upcoming days.
ACY Securities | Pred 696 dňami
Pound higher after strong UK labour data

Pound higher after strong UK labour data

Asian equity markets rose ahead of US CPI report and expected Fed policy pause. China's rate cut sparked speculation of broader easing. UK labor market showed solid growth and lower unemployment rate. UK monthly GDP expected to rise. US May CPI predicted to decline. Pound strengthened, expecting BoE rate hike.
Moneta Markets | Pred 696 dňami
Waiting for key central bank decisions

Waiting for key central bank decisions

Markets show caution pre-central bank meetings. Japan's producer inflation drops to 5.1%. Haskel backs further UK rate hikes. Focus is on Fed & ECB policy updates after unexpected hikes from Canada and Australia. Mixed US data may halt rates, ECB likely to raise by 25bp.
Moneta Markets | Pred 697 dňami
Dollar, Treasury Yields Tumble on Surge in US Jobless Claims

Dollar, Treasury Yields Tumble on Surge in US Jobless Claims

Claims for Unemployment benefits in the latest week out of the US surprised markets, surging to 261,000 from 233,000 previously and higher than estimates at 236,000. The sharp rise in US jobless claims had traders speculating that the Federal Reserve will refrain from any rate hikes in its June meeting. The 10-year US bond yield tumbled to 3.72% from 3.76%.
ACY Securities | Pred 700 dňami
Is it time to buy EURUSD?

Is it time to buy EURUSD?

Late cycle dollar strength meets the carry trade. I see two key themes driving FX markets in the near term. The first is central banks continuing to battle inflation, yield curves staying inverted, and the dollar continuing to hold gains. The second is cross-market volatility continuing to sink - generating greater interest in the carry trade. Expect these trends to hold into Fed, ECB and BoJ meet
ACY Securities | Pred 700 dňami
EUROZONE IN RECESSION, BUT WHY?

EUROZONE IN RECESSION, BUT WHY?

Eurozone in technical recession after all. The latest revisions of the GDP figure for the first quarter resulted in a 0.1% drop. That makes for a second decline in a row. These declines are so minimal that current economic circumstances are better described as broad stagnation!
ACY Securities | Pred 700 dňami
US bonds fluctuate ahead of Fed update

US bonds fluctuate ahead of Fed update

Asian markets set for second week of gains. China's May price data shows slight rise in annual CPI inflation and a fall in producer prices. Italian industrial production update expected. Bank of Canada's interest rate hike raises speculation about the Fed's actions. US Treasury market experiences volatile movement, sterling gains in currency markets.
Moneta Markets | Pred 700 dňami