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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
Bottom Line: Provided that the U.S. avoids a temporary default and reaches a debt ceiling agreement, then the key focus for asset allocation over the next 1½ years will switch back to growth/inflation and central bank policy prospects. DM inflation will likely come down further, which will allow F
