Commodities | Economics & Growth | Emerging Markets | Equities | Europe | FX | Global | Rates | UK | US
This Week
Bilal stays bullish USD/JPY despite a potential YCC adjustment from the BoJ; Dominique previews Thursday’s GDP data release given the remarkable 4.5% reading for Q3; John argues a major selloff in equities is unlikely; Caroline still thinks Hungary’s rate move will be a 50bp cut to 12.5%, with risks skewed towards a smaller 25bp cut; Mirza looks at the rapid drain in global liquidity that is affecting emerging markets; Henry believes the ECB will hold at 4% on Thursday; Ben expects the Bank of Canada to also pause tomorrow; Viresh argues oil markets have already priced much of the geopolitical risk.
This Week
Bilal stays bullish USD/JPY despite a potential YCC adjustment from the BoJ; Dominique previews Thursday’s GDP data release given the remarkable 4.5% reading for Q3; John argues a major selloff in equities is unlikely; Caroline still thinks Hungary’s rate move will be a 50bp cut to 12.5%, with risks skewed towards a smaller 25bp cut; Mirza looks at the rapid drain in global liquidity that is affecting emerging markets; Henry believes the ECB will hold at 4% on Thursday; Ben expects the Bank of Canada to also pause tomorrow; Viresh argues oil markets have already priced much of the geopolitical risk.
Subscribe to Macro Hive Professional to read this article
and enjoy exclusive professional features such as in-depth analysis, insightful op-eds, and more.
Already have Macro Hive Professional account? Log in