After the Storm

Last week we had a busy week with Central banks. Decisions from the Fed, BoE and SNB kept the markets busy looking at the forward guidance…

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Central Banks Back in Focus

Last week we saw The European Central Bank (ECB) raise rates by 25bps and US CPI numbers. As we saw US inflation continues to remain at elevated levels and higher for the longer has once again been brought back into focus. The USD still maintained its move higher with the DXY gaining around 0.2%.

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US Dollar Remains in Control

Last week was quieter though the US Dollar continued its recent trend. The DXY rose 0.8% to close just above 105 and this 2-month USD rally is now beginning to look overdone.

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Jackson Hole Weekend

Last week we thought might be quieter given we are in the summer months but as ever the market looked to prove us wrong. The weeks focus was on the Jackson Hole symposium…

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US Dollar and Yields Rally

Last week was the first full week of August. Usually, a more peaceful time in the markets but this year continues to be the exception to the rule. US Dollar and Yields rose post CPI release.

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Fed and ECB Meet Expectations

Last week both the Fed and ECB raised rates in line. However Fed Chairman Powell continued a dovish tone on any future rate rises saying it will be data dependent. ECB Lagarde also noted that they may have reached the end of their tightening cycle.

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