
Weekly Market Outlook, U.S. Inflation, Dollar Gains, and Q4 Earnings Reports
Last week in the US ended with impressive labor market data. Earlier in the week, signals of strong performance were already evident, with JOLTs showing about 8 million openings and initial jobless claims at approximately 211,000 for the first week...
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Global Economic Outlook for 2025 | Regional and Global surveys
The global economic growth forecast remains stable, with projections of 3.1% for 2024 and 3.0% for 2025. The US economy is expected to grow by 2.8% in 2024 and 2.2% in 2025, supported by robust second-half growth in 2024. Japan’s...
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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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