Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy
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Weekly FX Chartbook: JPY eying wage talk headlines and US CPI
Charu Chanana
Chief Investment Strategist
Summary: Increasing pressure on dollar as US goldilocks continues, and focus this week primarily on Japanese yen and Gold with US CPI on the radar. JPY could extend gains if BOJ pivot hopes for March 19 meeting gather hope, especially with ‘shunto’ wage negotiations set to conclude on March 13 and early results could be available this week. GBP outperformance also faces the wages test this week.
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Other recent Macro/FX articles:
11 Mar: Global Market Quick Take - Asia
6 Mar: Bitcoin fever is running high, again
5 Mar: FX & Macro Podcast: US jobs data, China's "Two Sessions" & Super Tuesday
4 Mar: Weekly FX Chartbook: NFP miss may not be enough to turn the dollar around
28 Feb: Navigating Japanese equities: Strategies for hedging JPY exposure
26 Feb: Weekly FX Chartbook: Focus will shift back to inflation and rates trajectory
23 Feb: Nvidia momentum spills over to FX markets
21 Feb: Central bank divergence on the radar: Hawkish RBNZ, Dovish BOC and SNB
19 Feb: Macro & FX Podcast: How the debate about the US economy has shifted
19 Feb: Weekly FX Chartbook: Dollar rally looking stretched, bullish signals for NZD
15 Feb: Swiss Franc’s bearish view gets more legs
14 Feb: Sticky US inflation could make dollar strength more durable
13 Feb: Weekly FX Chartbook: US and UK disinflation story in focus, watch for ECB split widening
9 Feb: Japanese Yen is throwing a warning
8 Feb: FX 101: USD Smile and portfolio impacts from King Dollar
5 Feb: Weekly FX Chartbook: More and more reasons to stay long US dollar
1 Feb: FOMC out, BOE and NFP next – will the hawkish waves continue?
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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Quarterly Outlook
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