Throughout the third quarter, there had been somewhat of a reversal in the reflation trade as concerns over the peak in the global growth lingered, alongside the continued spread of the Delta variant.
Kategorie-Archiv: Forecasts
British Pound Q4 Forecast: Preparing the Ground for Interest Rate Hikes
The fourth quarter of 2021 will likely see the Bank of England start talking about interest rate hikes as early as the beginning of next year, boosting the attraction of Sterling.
Euro Q4 Fundamental Forecast: More Euro Weakness Likely Lies Ahead
The ECB, and by extension the Euro, faces the unenviable combination in Q4 of weakening economic growth and above-target inflation.
Markets Week Ahead: Nasdaq 100, Tech Earnings, Euro, ECB, Canadian Dollar, BoC, Yen, BoJ
Despite jitters on Friday, the Nasdaq 100, S&P 500 and Dow Jones finished higher last week. Highly-anticipated tech earnings are ahead, including those from Amazon and Apple. All eyes are on the EC…
Weekly Fundamental Gold Price Forecast: Rising Inflation Expectations Buoy Bullion
Gold prices’ recent gains have come on the back of rising inflation expectations outpacing bond yields.
US Dollar Outlook: USD, USD/JPY, EUR/USD Key Levels
USD faces headwinds as the combination of fundamental and technical levels push the dollar to key levels against major currency pairs
S&P 500 & FTSE 100 Forecasts for the Week Ahead
US equities back to record highs, but inflation concerns remain. FTSE eyeing EU-UK spat.
Euro Forecast: ECB Meeting Will Aim to Keep EUR/USD Stable, All Settings Unchanged
The European Central Bank will consider it a job well done if there is no movement in EUR/USD or the Euro crosses before, during or after Thursday’s policy announcements by its Governing Council.
Canadian Dollar Forecast: USD/CAD Drop Supported by Crude Oil, Will BoC Disappoint?
The Canadian Dollar remains supported amid elevated crude oil prices. Don’t be surprised if the Bank of Canada disappoints aggressive hawkish expectations. Earnings season is a wildcard.
US Dollar Forecast: Greenback Vulnerable to Slowdown in US GDP
The update to the US GDP report may keep the Greenback under pressure as signs of a slowing recovery undermines speculation for an imminent shift in Fed policy.