Currencies

Last week, we discussed what we saw as a continuation of the recent theme of completion of the global monetary tightening cycle…

Last week, we discussed the most recent iteration of US monetary policy following the November FOMC where they left rates unchanged at 5.25-5.50% as expected.

Last week, we discussed the ECB policy decision and the accompanying Governing Council narrative.

Last week, we expanded upon our recent discussions on the US inflation trajectory and the resultant and extrapolated Fed policy narrative…

In our last piece, we discussed two main topics…

In our last piece, we discussed the recent divergence in DM central bank rhetoric…

Last week, we discussed the most recent monetary policy decisions from the ECB, Federal Reserve, and the Bank of England…

Two weeks ago, we discussed the upcoming Bank of England Meeting where we offered our view that the decision on rates at the September meeting would be a very close call.

Last week, we discussed the UK economic data trajectory in the context of the fast-approaching September Bank of England policy meeting.