How To Predict Upcoming Intervention In Financial Market? Maybe From Bonds
Japan intervened in the foreign exchange market on Friday to buy yen for the second time in a month after the currency hit a 32-year low near 152 to the dollar. The next question is: Central banks’...
The Latest Rally In Stocks Is Just Bear Rally, And It’s Not Going To Sustain
Stocks slumped most of last week. Then, they unexpectedly surged Thursday, only to tumble again Friday. What happened? It could be another bear rally.
US Jobs Data Crushed Hopes On Fed To Change Tone
The robust September US jobs report significantly bolsters the case for a fourth consecutive 75-basis-point hike at the November FOMC meeting. The labour market remains tight, and the supply of...
Will Sterling Drop To Parity Against Dollar?
Sterling crashes on mounting fiscal concerns, printing a record-low 1.035 against the dollar before recovering to around 1.050-handle.
Don’t Expect Fed to Soften Any Time Soon
August’s inflation reports disappointed investors who were looking for signs price pressures are easing enough, to let the Federal Reserve dial back its rate hikes. But traders are still betting...
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.
