Key events this week – US housing data, S&P prelim PMIs for Nov, global inflation reports, and RBA minutes. Recap from last week: Progress on US inflation and implications for the FOMC. US CPI for Oct highlighted several important points. US inflation has...

Key events this week – US Presidential election, FOMC, BoE, and RBA meetings Recap from last week: Implications of US data for the FOMC Two recent quotes from US Fed officials provide a framework for assessing the significant data from last week; “If the economy...

Key events this week – US labor market, PCE inflation, & GDP Q3, Aus CPI Q3, BoJ meeting, Euro Area GDP Q3 & prelim CPI Recap from last week It was generally a quiet week of data last week, ahead of the important releases this week. Commentary in the latest US...

Key events this week – US durable goods orders, Fed Beige Book, PBoC & BoC meeting, S&P prelim PMIs Recap from last week; A More Deliberate Approach for US Rate Cuts Amid Global Inflation Trends The implications of US data and speeches last week contrasted...

Key events this week – US retail sales, ECB meeting, CPI - Euro Area, Japan, Canada, NZ, and the UK, China data Recap from last week; FOMC minutes, firmer US CPI, and the spike in initial claims The FOMC minutes reflected the details of the decision to cut rates for...

Key events this week - US CPI & PPI, Minutes; FOMC, ECB, & RBA, RBNZ policy meeting Recap from last week; The US labor market not weakening as much as thought. During his speech last week, US Fed Chair Powell’s comments built on the themes from the most recent...

Key events this week – US non-farm payrolls, US Fed Chair Powell speech, Eurozone CPI prelim, S&P global PMIs - final Recap from last week - Signs of progress on US PCE Inflation Last week, Fed speeches confirmed broad support for the FOMC’s decision to start...

Key events this week – US PCE inflation, Fed speeches, RBA & SNB meeting, Aus CPI, S&P Prelim PMIs Sept Recap from last week Last week, the FOMC joined the shift towards easing monetary policy settings. The FOMC began its rate-cutting cycle with a 50bps...

Key events this week – FOMC, BoJ, and BoE meetings, US retail sales, CPI: Japan, UK, and Canada Recap from last week The US CPI report for Aug was a little mixed given the unexpected firmness in core CPI. Recent comments by Fed Chair Powell have noted that ‘the job is...