All Markets
View:
December 08, 2023
This week's five highlights
December 8, 2023 10:34 AM UTC
U.S. November NFP Likely firmer due to returning strikers
USD/JPY Slumped on Ueda's Speech
Bank of Canada Tightening Bias Persists but is Reduced
USD/CAD Slipping on Weak Oil
RBA Continue to be data dependent
We expect a 200k increase in November's non-farm payroll, stronger than October's 150k though ex
May 22, 2023
Asset Allocation: Uncertain 3 Months, But Bullish Equities 2024
May 22, 2023 12:56 PM UTC
Market Implications: The swing towards 2024 economic recovery, plus a peak in the policy cycle, will likely power a rotation towards equity markets (Figure 1). Long-dated government bond yields will likely only see small positive returns as starting yields are partially offset by capital losses. Sc
