Dollar Weakness May Be Short-Lived As CPI Results Would Not Change Fed’s 75bps Hike Outcome
The read across from any US dollar weakness will be a key input into global risk assets in the week ahead. Whether it is a correction within an ongoing mega-bull trend for the greenback or the start...
Why You Should Trade CFDs for Stocks and Crypto with Fullerton Markets
Sure, the stock and crypto markets have been rather gloomy in the first half of 2022. This might affect your decision in buying these two asset classes, but what if we tell you that you can still...
Equity Volatility To Return After Jackson Hole Symposium
Federal Reserve Chair, Jerome Powell, issued a fresh warning to investors doubting his resolve to fight inflation: interest rates are heading higher and will stay there for some time.
Powell May Frighten Market This Week At Jackson Hole Symposium
US equity futures extended losses as the week of the Jackson Hole Symposium began, and the 10-year Treasury yields and the Dollar Index are running near four-week highs. This sends one message: The...
Do Not Rule Out Another 75bps Hike In September For Now, Wait For More Clues
The FOMC minutes to be released this week gains the most attention. The Fed is expected to reveal a long journey ahead in the tightening cycle with cuts off the table. We would discount any...
Will There Be Another 75bps Hike In September?
The gains in jobs and wages are inconsistent with the central bank’s goal of stable prices. That means the Fed may continue raising the rates, which is good news for the dollar.
Fed To Slow Tightening Pace After Weak GDP? It Is A Naive Fantasy
The dollar dropped, stocks rallied, and US bond yield fell. That was the market reaction we saw last week. The question is will these price reactions be sustainable?
Super Week Coming: Earnings, Fed And GDP Show That Markets Will Be Extremely Volatile
It is a big week. More than a third of companies in the S&P 500 will be releasing their Q2 earnings reports during this period, including many large tech names. In addition, the Fed's July meeting is...
Unstoppable Dollar Puts Financial Assets At Risk Amid Fed’s No-Mercy Tightening
The dollar’s strength is becoming a self-reinforcing risk, which could become a headwind to world economic growth and put financial markets at risk. Should the dollar continue to rise, risk assets,...
All You Need To Know At The Beginning Of The Second Half Of The Year From Stocks To FX
Fed is likely to hike another 75bps in July before slowing down the hiking pace from September to December and the Fed fund rate should be around 3% by end of the year.
Market Rebound Could Be ‘Fake’ As Major Risks Remain Unsolved
The past week’s stock gains, especially in the US, do not signal a fresh spate of risk-on. Recession talks could intensity sooner or later as cyclical/defensive ratio for European/US stocks has...
How To Outperform When Fed Policy Damages Both Stocks and Bonds
With a potential economic recession and an aggressive Fed rate hike path, stocks have yet to reach the bottom, and gold may rise again as a safe haven.
U.S. CPI This Week May Decide Dollar’s Next Direction
A run of mixed economic data is dragging the U.S. dollar, stalling a rally that has rippled through the economy and financial markets. However, inflation data this week could be a game-changer.
Market Recovers As Strong Earnings Offset “Dreadful Recession Headlines”
U.S. stocks are on track to break a seven-week losing streak as recession fears cool amid a slew of strong quarterly earnings reports.
Did Fed Hint Investors To Sell Stocks And Buy Dollar?
As a major support system for Wall Street, the Fed is going its own way these days, taking on the inflation fight. Its leading officials say it is pivotal to protect the U.S. economy, even if it...
Dollar Gains Traction As Fed Aims To Tame Inflation
Many currencies across the world sank to their weakest levels in years last week as surprisingly robust U.S. inflation data gave fresh impetus to a months-long rally in the dollar. Emerging-market...
Stocks Sell-Off Is Far from Over, Safer Bets Would Be on Value Stocks
The past week’s wild market swings pushed the major stocks indices below key levels, made big macro calls outdated within a few hours and rattled some of the market’s most resilient stocks.
Stocks Heads To A Tough Moment As Fed Policy Rattles Sentiment
We are seeing a rough April for Wall Street as the S&P 500 slides for three straight weeks. Now, investors will grapple with a loaded slate of earnings reports and key inflation data.
Heavy Flow Of Earning Reports Kicks Off While China's GDP Beats Expectations
Earnings reports will dominate the stock moves this week after US inflation hit a 41-year high in March. Meanwhile, China’s better-than-expected GDP figure offers limited support to sentiment as the...
