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ARTICLES FOR

US

US macro scorecard - October

A roundup of the most widely followed macro data points from the US, compared to expectations and the previous month results.

ECONOMICS, GLOBAL MACRO - 28.11.2022

No pivot yet from the Fed

The Fed will keep hiking but likely at a slower pace at future meetings.

MARKETS, FIXED INCOME - 03.11.2022

Fed may signal a slower pace of rate hikes this week

We expect a third 75bp hike at the FOMC meeting on Wednesday.

MEDIA, ECONOMICS - 01.11.2022

US macro scorecard - September

A round up of the most widely followed macro data points from the US, compared to expectations and the previous month s results.

ECONOMICS, US - 27.10.2022

TRENDING ARTICLES

US macro scorecard - October
28.11.2022

Fed may signal a slower pace of rate hikes this week
01.11.2022

No pivot yet from the Fed
03.11.2022

US macro scorecard - September
27.10.2022

USD buoyed by stimulus and vaccination drive
17.03.2021

US macro scorecard - August

A round up of the most widely followed macro data points from the US, compared to expectations and the previous month s results

ECONOMICS, GLOBAL - 23.09.2022

The Fed will need to step up its fight against inflation

Robust price growth will mean rates need to move higher for longer.

MARKETS, ECONOMICS - 14.09.2022

US dollar faces no challengers for now

Endemic weakness in peer economies along with a head start from the Fed will keep the dollar ahead of other currencies.

MARKETS, FX - 08.09.2022

US macro scorecard - July

A round up of the most widely followed monthly macro data points from the US, compared to expectations and the previous month results.

ECONOMICS, US - 25.08.2022

The National: Why the US equity market may be getting ahead of itself

Markets appear to be pricing in a Fed "pivot" as inflation has seemingly peaked. We think core inflation will ease slowly, and the Fed will need to raise rates further to cool demand.

ECONOMICS, MARKETS - 17.08.2022

MUST READ

US macro scorecard - October
28.11.2022

Fed may signal a slower pace of rate hikes this week
01.11.2022

No pivot yet from the Fed
03.11.2022

US macro scorecard - September
27.10.2022

USD buoyed by stimulus and vaccination drive
17.03.2021

US macro scorecard - June

A round up of the most widely followed monthly macro data points from the US, compared to expectations and the previous month results.

ECONOMICS, US - 28.07.2022

Fed goes big again

We expect them to maintain a hawkish stance for the rest of the year.

MARKETS, FX - 28.07.2022

Fed to keep focus on inflation

High inflation is the target for the Fed, even as signs of slowing growth spread.

MARKETS, FX - 25.07.2022

US macro scorecard - May

A round up of the most widely followed monthly macro data points from the US, compared to expectations and the previous month s results.

ECONOMICS, GLOBAL MACRO - 28.06.2022

Fed faces an ugly inflation outlook

Prices yet to show any response to higher rates

MARKETS, FIXED INCOME - 13.06.2022

US macro scorecard - April

A round-up of the most widely followed monthly macro data points from the US, compared to expectations and the previous month s results.

ECONOMICS, GLOBAL MACRO - 27.05.2022

US macro scorecard - March

A round up of the most widely followed monthly macro data points from the US, compared to expectations and the previous month s results.

ECONOMICS, GLOBAL MACRO - 29.04.2022

Recession risk will limit how far Fed can go

The threat of a considerable slowdown in the US and global economy appears acute.

MARKETS, FX - 30.03.2022

US macro scorecard - February

A round-up of the most widely followed monthly macro data points from the US, compared to expectations and the previous month s results.

ECONOMICS, US - 29.03.2022

US macro scorecard - January

A round-up of the most widely followed monthly macro data points from the US, compared to expectations and the previous month s results.

ECONOMICS, US - 01.03.2022

Fed to move aggressively to tackle inflation

High prices and a robust labour market open the way for more rate hikes this year.

MARKETS, FIXED INCOME - 11.02.2022

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