Market Overview

In our view, the jobs report was mainly positive, although the headline was weaker than expected. Employment grew by 151,000 in January, significantly lower than employment growth in Q4 (which was...

Market movers aheadIn last week's Weekly Focus, we wrote that rate cuts are back on the agenda (see Weekly Focus: Rate cuts back on the agenda , 29 January). Now it is the Riksbank's time to ease, as...

A calendar of key events in the Commodities Market for the week ahead.

As the monthly tradition dictates, traders eagerly awaited today’s US jobs report with the (lack of) patience of a kid on Christmas. When the report was finally unveiled, it was by no means the...

Forex News and EventsKey Risk - China FX Reserve Data (by Peter Rosenstreich) We are unmistakably watching a currency crisis unfold in slow motion. While the end-game is not preordained in our view,...

Market BriefAs expected the Bank of England maintained its benchmark rate at a record-low 2% (even Ian McCafferty switched his hawkish vote). The MPC revised down its growth projection to 2.2% from...

EUR/USDCurrent level - 1.1183 EUR/USD continues to advance forward, towards the projected target at 1.1305. Initial intraday support lies at 1.1150, followed by the crucial low at...

If the US or the Eurozone entered a recession this year, a few macroeconomic variables would look very different relative to previous recessions.1. The Yield curve would be very steep. Unlike in any...

The US nonfarm payrolls report typically dominates the first Friday a new month. In recent years, it has become among the most important economic reports globally. Not today.The market's focus has...

The Fed stayed away from pulling any punches during their first meeting for this year and if you marvel why? The reason is as simple as it can be! They have become the slave of the global market...

Goldman Sachs (N:GS) Nonfarm Payrolls Preview“Goldman Sachs US Daily: January Nonfarm Payrolls Preview” Key quotes from the report: ‘We expect a 170k gain in Nonfarm Payrolls...

Yesterday as expected, the Bank of England announced that there will be no change in the Official Bank Rate.However, what was seen as a major seismic shift in position, the lone hawk on the Monetary...

Dollar recovers mildly but remains the weakest major currency this week as market awaits employment data from US. Non-farm payroll report is expected to show 192k growth in jobs in January while...

The Bank of England has made it clear that it is definitely not 'Fed light'. There are many reasons for the BoE to stay on hold for a long time: subdued wage inflation, ECB on an easing bias and...