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Market Analysis

British Pound Gives Back Some Gains As Market Looks To The Bank of England
  • May 7, 2024

British Pound Gives Back Some Gains As Market Looks To The Bank of England

UK rate-setters are expected to leave things alone this month, but perhaps not for very much longer

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Gold Boosted by Renewed US Rate Cut Hopes, Israel-Iran Ceasefire Talks Continue
  • May 7, 2024

Gold Boosted by Renewed US Rate Cut Hopes, Israel-Iran Ceasefire Talks Continue

Last Friday’s weaker-than-expected NFPs gave gold a boost on renewed US rate cut expectations. Further gains may depend on the outcome of ongoing Israel-Iran peace talks.

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US Dollar Forecast: Bears Mobilizing for Their Next Offensive? – EUR/USD, GBP/USD
  • May 6, 2024

US Dollar Forecast: Bears Mobilizing for Their Next Offensive? – EUR/USD, GBP/USD

This article examines the outlook for the U.S. dollar, with a specific focus on two prominent currency pairs: EUR/USD and GBP/USD. Additionally, the piece analyzes fundamental factors that could influence the market trajectory in the near term.

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        Karen Karniol-Tambour on Where to Find Diversification, Handling Geopolitical Risk, and AI
  • May 6, 2024

Karen Karniol-Tambour on Where to Find Diversification, Handling Geopolitical Risk, and AI

At the Milken Institute’s 2024 Global Conference, co-CIO Karen Karniol-Tambour shares her thoughts on the macro outlook, touching on where to find geographic diversification, how we’re approaching geopolitical risk, the impact of AI on inflation, and more.

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Markets Week Ahead: Markets Risk-On, BoE Decision, Gold, Nasdaq, Bitcoin
  • May 5, 2024

Markets Week Ahead: Markets Risk-On, BoE Decision, Gold, Nasdaq, Bitcoin

Risk markets regained all their early losses this week and continue to press higher. A benign FOMC and a weak US Jobs Report boosted markets going into the weekend.

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US Dollar Forecast: Bearish Market Signals Emerge – Setups on EUR/USD, GBP/USD
  • May 5, 2024

US Dollar Forecast: Bearish Market Signals Emerge – Setups on EUR/USD, GBP/USD

This article takes a thorough look at the fundamental and technical outlook for the U.S. dollar, analyzing potential scenarios that could manifest in the short run. Especial attention is given to two key pairs: EUR/USD and GBP/USD.

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Gold Price Forecast: Bearish Correction May Extend Further Before Turnaround
  • May 4, 2024

Gold Price Forecast: Bearish Correction May Extend Further Before Turnaround

This article explores the near-term fundamental and technical outlook for gold, analyzing possible scenarios taking into account current market dynamics and price action.

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US Dollar Slumps After NFPs Miss Expectations, US Equities Bid
  • May 3, 2024

US Dollar Slumps After NFPs Miss Expectations, US Equities Bid

The latest US Jobs Report showed just 175k new jobs created in April, missing expectations of 243K. The unemployment rate also ticked higher while wage growth remained subdued.

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Euro Gains Again As Risk Appetite Holds Up Into Key US Payroll Release
  • May 3, 2024

Euro Gains Again As Risk Appetite Holds Up Into Key US Payroll Release

The Euro has shared in broad non-Dollar gains despite the prospect of ECB divergence from the Fed.

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Market Update – Apple Soars, Gold Struggles, USD and VIX Slip, Sentiment Positive Ahead of NFPs
  • May 3, 2024

Market Update – Apple Soars, Gold Struggles, USD and VIX Slip, Sentiment Positive Ahead of NFPs

Risk markets are mildly positive ahead of the latest US Jobs Report (NFPs) after the 2nd largest company in the world, Apple, announced a record-breaking USD110 billion buyback program.

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