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The US dollar faces downward pressure due to concerns over Treasury yield suppression and Fed policy credibility, prompting BofA to recommend shorting USD and going long on NZD/USD. Gold and CHF are …
Swiss National Bank's Tschudin warns AI could boost inflation via supply shocks and chip shortages in the short term, though long-term effects remain uncertain. IMF's Tenreyro also suggests AI may no…
Veteran strategist Jim Paulsen warns that the stock market is overextended, citing record valuations, profit margins, and complacency alongside emerging pressures from high bond yields and a strong d…
US equity indexes fell across the board as rising bond yields and surging oil prices dampened sentiment following President Trump's warning of severe sanctions against Iran. Safe havens like gold and…
S&P 500 hits record high despite July retail sales missing estimates (-0.6% vs flat expected). Mixed earnings from AMAT (beat), NKTR (narrower loss), STNE (miss). Weak retail data pressures USD while…
US and European stocks dipped Friday as Iran tensions boosted oil prices and weak US retail sales data lowered Fed rate hike odds, weakening the dollar and lifting gold.
Weak July retail sales and jobs data lower odds of Fed rate hikes, boosting stock market sentiment while pressuring the US dollar and supporting gold.
Weak July jobs and softer inflation data cut Fed rate-hike odds, lifting stocks and pressuring the dollar. Meanwhile, Hormuz tensions push oil prices higher, creating renewed inflation risk that coul…
UMich consumer sentiment fell sharply to 51 in August, missing estimates, as inflation expectations rose to 4.3%. Markets now see 70% odds the Fed holds rates in September, weakening USD outlook.
U.S. retail sales fell 0.6% in July, the first drop in nine months, signaling weaker consumer spending. Combined with soft jobs data and mild inflation, markets now expect the Fed to hold rates stead…
Weak U.S. retail sales data pushed the dollar lower and reduced odds of a September Fed hike. Meanwhile, reports the BOJ may hike rates in September strengthened the yen, adding to dollar weakness ac…
July CPI matched expectations at 3.4% YoY, while a weak jobs report (loss of 23,000 jobs) boosted odds of a September Fed rate hold to 60%, up from 46% two weeks ago, weighing on USD and lifting risk…
The Swiss Franc remains weak near one-year lows despite accelerating Swiss GDP growth and low inflation, as SNB interventions limit safe-haven flows. With rates on hold and US trade policy uncertain,…
July CPI rose just 0.1% (3.4% YoY), easing inflation fears and reducing odds of a September Fed rate hike. Rising gas prices from Middle East tensions could reignite inflation pressures later.
Mortgage rates dipped slightly after weak July jobs data and cooling inflation reduced expectations of a Fed rate hike in September, easing pressure on Treasury yields and borrowing costs.
USD faces competing forces: Iran conflict's Strait of Hormuz disruption boosts US oil exports and dollar safe-haven appeal, while soft jobs and inflation data reduce Fed rate hike expectations, creat…
September rate hike odds plunged from 67% to 44% after a shockingly weak July jobs report showed a loss of 23,000 jobs. Persistent inflation complicates the Fed's dual mandate, creating stagflation-l…
U.S. producer prices were flat in July, reinforcing signs of cooling inflation and reducing expectations of a Fed rate hike in September, which is pressuring the dollar while boosting gold and equiti…
Cooler July CPI and PPI data slashed September Fed rate-hike odds from 55% to 32%, prompting a dovish repricing across currencies, gold, equities and oil despite Strait of Hormuz-driven crude volatil…