The ECB, and by extension the Euro, faces the unenviable combination in Q4 of weakening economic growth and above-target inflation.
Kategorie-Archiv: Forecasts
Markets Q4 Outlook: Dow Jones, US Dollar, Gold, Fed, Euro, ECB, Oil, Volatility Returns?
Volatility captured markets as the Dow Jones, S&P 500 and Nasdaq 100 fell in September. The US Dollar and crude oil prices are on the rise, with gold vulnerable to rising Treasury yields. What is i…
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.
US Dollar Q4 Fundamental Forecast: Dollar Outlook Firms as Global Risk Trends Cool and Yields Rise
The Dollar has attempted a serious bullish break in the transition from the third to fourth quarter of 2021. With Fed rate forecasts charged and risk trends wavering, what is in store for the Green…
Japanese Yen Q4 Fundamental Forecast: USD/JPY Likely Remains Skewed Higher
The Japanese Yen wrapped up a fairly steady third quarter, but likely remains vulnerable against the US Dollar heading into the end of 2021. Will a less-dovish Fed push USD/JPY higher?
Oil Q4 Fundamental Forecast: Stronger Demand to Be Met with Limited Supply
The price of oil trades back above the $70 handle going into the fourth quarter of 2021 as signs of stronger demand are met with limited supply.
Gold Q4 Fundamental Forecast: Outlook Continues to Weaken
The forecast for rising real US yields has only improved, leaving gold prices in difficult territory for the rest of the year.
Equities Q4 Fundamental Forecast: Short-Term Uncertainties But Longer-Term Fortunes
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.
Australian Dollar Q4 Fundamental Forecast: AUD/USD Has Hurdles that Could be Overcome
The Australian Dollar made a new low for the year in the third quarter as external factors hampered the outlook. Will the risk environment continue to weigh the AUD/USD down?
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.