While investors will focus more on banking crises and central banks’ measures, speakers in different countries will try to explain the situation in more detail. We will also have the European inflation numbers and the Fed’s favored measure of inflation in the US on Friday, which must give us a brighter perspective of future policies. […]
Recent fears will affect the policymakers’ decisions, but they can not end the hawkish cycle at this level. While financial markets are worried about the spread of bankruptcies to more banks, FOMC, SNB, PBoC, and BoE will have monetary policy meetings and interest rate decisions. Besides bank meetings, we have more data to watch and […]
With China reopening, lower energy prices, the strong job market in most developed economies, and the relative growth of retail sales, our global economic outlook changed. Now we are less worried about the severity of the upcoming economic recession. Gas prices helped the Europeans fulfill their storage and replenish the gas crisis. Also, lower energy […]
Let us see what we expect from the week, which starts with the Eurogroup meeting. After last week’s great employment numbers and ahead of next week’s FOMC meeting, US inflation numbers and the ECB meeting will be at the center of the stage in the week ahead. UK labor data and Australian and US Housing […]
March uncertainty start t increase even more with three major central banks’ interest rate decisions and US labor market data, but still, we have many other numbers to watch. However, the focus still will be on Friday’s US non-farm payrolls, where labor market conditions will tell us what exactly we have to expect from the […]
More signs for the next moves! We can determine the central banks’ following possible decisions with the varied data we will have this week. US Consumer Confidence and Durable Goods orders, Eurozone inflation, and PMIs from the US, UK, China, and Europe make it essential this week, while with better-than-expected Markit PMI numbers last week, […]
Other than Nikkei-225, Asian stock markets fell on Friday as Thursday’s US economic data increased the market uncertainty. Simultaneously, the Nikkei-225 rallied in Japan; the next BoJ governor vowed to maintain the ultra-dovish policies. Kazuo Ueda said he broadly supports holding interest rates at ultra-low levels in the near term. However, today’s published data shows […]
We will have a busy Tuesday with PMI numbers from Europe and the US and Canadian inflation data. We are optimistic about most of these data results as lower energy prices in the past months can be a good driver for the global economy. Expected data can have a short-lived positive effect. Yesterday US market, […]
Uncertainty is the most certain thing. Uncertainty is the most certain thing seen in the financial markets these days. Economic data and outlook, inflation numbers, and central banks’ decisions create a chaotic situation. In the week ahead, with central banks meeting in China and New Zealand, PMI numbers from European countries, and Personal Spending data […]
Light, but very important! We will have a light week, but our little data will be essential. As I mentioned in the monthly outlook, in February market will be driven by inflation and rates. This week’s focus will be on the US, UK, and New Zealand inflation numbers to guess the central banks’ reaction in […]
2023 started with many surprise data from different economies, Chinese reopening, decreasing inflating across the globe, and upward revisions by the World Bank to better economic growth expectations. This article will review the most known symbols and watch what we expect in February. US DOLLAR The US dollar started the year with a 2% gain […]
Pace after the previous week’s storm We had challenging days last week, and now it is time to see the market reaction. However, we still have many other economic data to watch, including UK GDP and Canadian labor market data. RBA also will have a policy meeting this week, while earnings reports still attract the […]
Central banks and nothing else! We can expect volatile global markets in the week that Fed, ECB, and BoE have policy meetings and interest rate decisions while earnings season continues. The labor market seems fine in the US, UK, and even the Eurozone, but central banks will have difficulty avoiding recession while inflation is still […]
While we are getting ready to close the week with some gains in the stock markets and a loss in the USD rate, economic data from the US can lower the recession concerns. The US labor market continues its positive attitude. In the week that ended Friday, January 20, we had only 186K apply for […]
At the beginning of 2022 and before the Russia-Ukraine war, we had predicted that SP500 could gain between 9%-13%. War changed the expectations, and in revisions, we have been talking about recovery above 3,500 USD. For 2023, while it seems like an opportunity to grow from current low levels, we still have some risks there, […]
An exciting year ended with concerns about the possible recession and energy demand outlook for the year ahead. Both Oil and Gas were on a roller coaster ride in the first months of 2022, especially after increasing tensions because of the Russian attack on Ukraine. Both Gas and Oil tested multi-year highs in 2022, but […]
The gold price is back above $1,900, which was last seen in April 2022. This positive reaction on the year’s first days can raise hopes for a bright 2023 for the yellow metal. There are several reasons to be optimistic, but we can count on very likely recession and geopolitical tensions that increase gold’s safe-haven […]
Without a doubt, the Japanese economy was one of the most hit economies in 2022 and the wake of the Ukraine war. Japan imports over 80% of its Oil consumption, and Yen was one of the weakest currencies in 2022, which means much higher costs for producers. The higher producer price index also increased Japanese […]
Holidays in Asia, Earnings in the US In the week ahead and because of Lunar New Year, China’s markets will be closed for a whole week. South Korea, Malaysia, and Japan on Mondays and Tuesdays will be closed. In general, it can be said that Asians will not be very active in the coming week. […]
While Boris Johnson’s admirable measures to overcome Corona caused the British economy to start recovering faster than other economies, 2022 brought many other shocks and challenges for the British. Inflation, BoE tightening policies, the war in Ukraine, Brexit aftershocks, and the tensions of 10 Downing Street all together made the UK economy suffer, which is […]
