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ARTICLES FOR

US

US macro scorecard - December

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

ECONOMICS, GLOBAL MACRO - 31.01.2023

FOMC signals hiking not finished, only slowing down

The FOMC has slowed the pace of its rate hikes but it remains some way off its predicted terminal rate

MARKETS, ECONOMICS - 15.12.2022

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

TRENDING ARTICLES

US macro scorecard - December
31.01.2023

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

FOMC signals hiking not finished, only slowing down
15.12.2022

US macro scorecard - October
28.11.2022

No pivot yet from the Fed
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

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

MUST READ

US macro scorecard - December
31.01.2023

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

FOMC signals hiking not finished, only slowing down
15.12.2022

US macro scorecard - October
28.11.2022

No pivot yet from the Fed
03.11.2022

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

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

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