The last week and the first week in one glance!
The global economic outlook for 2025 remains uncertain. Recent data highlight sustained global momentum, though Europe faces challenges, and optimism surrounds China’s recovery. The Japanese yen’s continued weakening raises concerns about Japan’s trade conditions, particularly following the central bank’s decision...
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Persistent Inflation and Interest Rates: Insights from Recent Central Bank Decisions
Last week, published CPI and PPI data highlighted persistent inflation levels above the FOMC’s target. While overall inflation has trended sideways, the PPI data suggests further challenges ahead. This is unlikely to prevent a 25 bps Fed rate cut next...
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After Labor Data, Central Banks and Inflation Take Center Stage!
Following November’s strong labor market report, attention now shifts to upcoming inflation data as markets evaluate its implications for monetary policy. With wage growth at 4.0% YoY and a resilient job market, the Federal Reserve may face pressure to maintain...
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December 2024, A Santa-Cluse Rally, Geopolitical tensions, and Central Banks!
As we step into December 2024, the global economy faces a critical juncture marked by slowing growth, persistent inflation, and heightened geopolitical tensions. Major economies like the United States show signs of resilience, with robust consumer spending but lingering concerns...
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US Inflation Data and the Thanksgiving Holiday
The US market remains influenced by the recent elections and the formation of the new government. Despite rising financing costs, existing home sales saw a boost and a more hawkish tone in Fed speaker comments supported by strong labor data...
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