Dollar index

We agree with the market’s expectation that Jerome Powell and company are likely to deliver a 25bps interest rate hike this month, though we certainly wouldn’t be shocked to see the central bank hold fire for now.

The previously omnipresent calls for a 2023 recession in the US are looking more and more wrong by the day.

Investors are pricing in a higher terminal interest rate in the US

…once again the focus is going to be on inflation and central bank speech.

Futures markets now tally with many Fed policymakers for the first time this year, accepting the Fed's "terminal rate" will be above 5%...

That surprise 500-thousand-plus job gains we saw on Friday means the market may gravitate towards “higher for longer” narrative

The EUR/USD, GBP/USD and commodity dollars could all fall back if sentiment towards risk remains subdued.

In this week’s edition, we are getting technical on the Dollar Index, S&P 500, GBP/USD and gold

Headline inflation reading may show price pressures fading while the Fed’s preferred “core” (ex-energy and food) CPI measure shows that underlying inflation is still rising

In this week’s edition, we discuss the dollar and its impressive rally and the Canadian dollar.

It’s clear that investors are more confident than ever that the Federal Reserve will seek to “normalize” monetary policy in 2022, paving the way for US dollar strength

The latest data on the pandemic shows US cases declining sharply after peaking in the middle of September, suggesting that travel-sensitive industries may flip back into growth mode sooner rather than later...