FXMAG

Fed Message in Focus, ECB and BoE Speakers Ahead, CEE Central Banks Hold Hawkish Line

Plenty of Fed speakers this week will clarify the FOMC’s policy views after Chair Powell’s cautious remarks last week. With ...
FXMAG

Markets Start Mixed: Fed Cut, BoJ ETF Exit, Xi–Trump Call, and Nuclear Energy Surge

The week kicks off on a mixed note. Last week's Federal Reserve (Fed) rate cut gave markets a boost, but news that the Bank ...
FXMAG

Fed Cuts Amid Mixed Signals, Europe Faces Fiscal Pressures, CEE Outlook Steady

Have you been wondering what emoji best describes this week's Fed meeting? James Smith is doing his best to win over Gen-Z ...
FXMAG

BoJ Signals Hawkish Shift with Dissenting Votes and Asset Unwind Plans

The Bank of Japan held rates steady, but hawkish sentiment grew with two dissenting votes. The market was surprised by the ...
FXMAG

France’s Fragile Stability Masks Economic and Fiscal Strains

Despite political uncertainty, business sentiment in France was steady in September. However, deeper cracks are emerging ...
FXMAG

USD Holds Firm on Jobless Claims Rebound, Eyes on Fed Cuts

Jobless claims dropped back sharply yesterday, a rare positive development for the US jobs market and the dollar. But we ...
FXMAG

Riksbank Likely on Hold as Inflation Surprises, SEK Outlook Stays Firm

We expect the Riksbank to keep rates on hold at 2.0% on 23 September, in line with expectations. Markets are pricing in a ...
FXMAG

Energy Markets Weigh Trump’s Oil Remarks, US Gas Storage Build, and EU LNG Risks

Henry hub natural gas extended declines yesterday after the US reported above-average natural gas inventory injections over the last week. Total gas stockpiles remain above the five-year average, weig ...