BRICS, Economic Data, Earnings, and Political Tensions: Busy Days Ahead
The global economy is facing a dynamic mix of cooling inflation, central bank rate cuts, earnings surprises, and heightened political risks. Here’s a closer look at the economic and geopolitical developments that are shaping the weekly outlook: Inflation and Central...
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A Busy Week in Europe and Earnings Reports
This past week has been eventful, with geopolitical tensions intensifying, shifting expectations on the Federal Reserve’s potential moves, rate cuts from key global economies, and the start of a strong earnings season. Looking week ahead, geopolitical tensions show no signs...
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After a Resilient Jobs Report, Is It Earnings’ Turn?
With 254,000 newly created jobs in September, the U.S. economy has once again demonstrated its strength. In addition, upward revisions to the previous two months’ numbers defied the trend of declining hiring. Meanwhile, in other parts of the world, China...
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Busy Week for the USA, Relatively Lighter for Other Markets
The central bank activity continues this week with meetings from the RBA, SNB, and Banxico. Last week saw significant divergence among central banks, with rate cuts in the U.S., hikes in Brazil, and unchanged rates in Japan, England, and China....
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This Week is All About Central Banks!
After last week’s ECB 25 bps rate cut, all eyes are now on the Fed to see if it will finally cut rates by 25 bps or take a more aggressive approach with a 50 bps interest rate cut. However,...
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