Category: Global

America heads into Thanksgiving with inflation appearing to cool, but also with a labor market showing signs of uncertainty. That combination is likely to push the Federal Reserve toward a rate cut on December 10, just as the race to succeed Powell begins. For EUR/USD, December is shaping up to be one of the strongest…

The currency market remains stuck. After its recent rate cut, the Fed is preaching caution, citing inflation risks and tariff pressures. The White House, meanwhile, is loudly pushing for lower borrowing costs while reigniting the trade tariff debate. In Europe, growth is stagnant, and the possibility of an escalation with Russia can no longer be…

As the clash between the Fed and Trump intensifies, Governor Powell stays the course, communicating to the markets that now is not the time to cut interest rates. Inflation and economic conditions do not support such a move, with the uncertainty of tariffs looming, becoming reality starting in February. Exactly the same reasons, but in…

A 2025 filled with both certainties and uncertainties is about to unfold. The United States, Europe, China, wars, inflation, and interest rates will continue to drive content and volatility in markets that, in 2024, delivered robust performance in equities, stagnation in bonds, and a strong dollar, fueled by significant economic and interest rate differentials between…

With Election Day just days away, the U.S. faces a close contest between Trump and Harris. The American economy is outperforming expectations, prompting the Fed to take a cautious approach on rate cuts. In contrast, the European Central Bank is pressured to cut rates further to address rapidly easing inflation and stagnating growth. Adding to…