Market Outlook

Global Markets Brace for Nonfarm Payrolls Amid Fed Policy Clarity As global financial markets enter 2025, volatility remains elevated, with Treasury yields climbing steadily as investors reassess the Federal Reserve’s rate outlook. Several Fed officials emphasized Thursday that rates are likely to remain at elevated levels for an extended period, with further cuts contingent on […]

US President-elect Donald Trump’s tariff-centric policies are inherently inflationary, raising concerns that the current environment of mid-level interest rates could persist for an extended period. Despite efforts by the Federal Reserve to curb inflation, the stubbornly high price levels suggest that the path to lower rates may be slower than previously anticipated. Treasuries Hold Steady

The US dollar extended its advance, with the Dollar Index climbing as much as 0.5%, while Treasuries softened as traders positioned themselves ahead of key US economic data. This data is expected to offer fresh insights into the Federal Reserve’s monetary policy trajectory. Hawkish remarks from the Bank of Japan added another layer of complexity,

The Federal Reserve’s preferred inflation metric has shown an uptick, bolstering the argument for a cautious approach to future rate cuts. Policymakers appear increasingly inclined to maintain a measured pace, balancing the need to support growth while keeping inflation risks in check. Market participants are also closely analyzing the potential economic impact of policy decisions

Traders are poised for a flurry of US economic data expected later today, which could shed light on the Federal Reserve’s potential trajectory for monetary policy. Key inflation and growth figures may offer insights into whether the central bank leans toward further rate cuts or maintains its cautious stance. In New Zealand, the central bank

The US dollar extended its rally while equities took a hit after President-elect Donald Trump announced plans to impose additional tariffs on China, Mexico, and Canada. The renewed focus on his “America First” trade policies has reignited concerns about global economic stability and trade relations. Trump’s approach, reminiscent of his 2016-2020 presidency, follows a familiar

This week, Asian markets are set to zero in on Japan’s inflation data, with Bank of Japan Governor Kazuo Ueda signaling that the December policy meeting remains pivotal. Expectations for any adjustment to the central bank’s ultra-loose monetary stance will hinge on the inflation trajectory, keeping traders on edge. Across the Tasman, the Reserve Bank

The US dollar continued its upward trajectory, bolstered by safe-haven flows as geopolitical tensions between Ukraine and Russia show no signs of abating. Both sides appear to be maneuvering for political leverage, with the potential for negotiations under the Trump administration adding another layer of complexity. Federal Reserve Bank of Chicago President Austan Goolsbee struck

Investor attention has shifted sharply toward upcoming economic and geopolitical catalysts, with options trading indicating that these events may eclipse the Federal Reserve’s December meeting in market significance. The dollar index held steady after a three-day decline, suggesting that the post-election rally driven by President-elect Donald Trump’s anticipated policies has lost momentum. In a key

The dollar edged lower for a third consecutive session, with the once-dominant “Trump trade” that had propelled the greenback and lifted US Treasury yields losing traction. Market attention now turns to the Trump administration’s economic team, as reports suggest Kevin Warsh, a former Federal Reserve governor, is being considered for Treasury Secretary alongside hedge fund