Romano
Monthly report - Recession Bells & Commodity Shocks: Is the Soft Landing Just a Hoax?
Central banks had a big say in how the economies and financial markets operate for the last year and a half. After a long stretch of loose monetary policy, politicians were shocked by inflation not being transitory, and politicians suddenly started pointing fingers at the central banks. Central banks worldwide
Bank of Japan - YCC tweaks with greater flexibility
The dollar has been gaining strength against some other major currencies, partly due to positive economic data from the US and partly due to some weakness in the eurozone, after the European Central Bank meeting yesterday. However, one cause that has capped the dollar's upside is the lower
FX update
The world, or at least the financial world, has its eyes on China yet again. The Chinese economy hasn't been living up to investors' expectations. China's top officials are proposing to introduce some measures to reverse the economic downturn.
This isn't out of
Dollar DXY update
Last week, the story was about the US Federal Reserve seeming more cautious about raising interest rates than people expected, which was dovish.
If you didn't read the previous note of Friday, July 14, please do
🚨 Forex US Dollar Update DXYYesterday (Thursday) was a big day for money
Ponzi Financing
The University of Michigan released a survey last Friday with the news that's good for the economy, yet sent some fear through the markets but absorbed by the AI speculation pretty quickly.
Surprisingly, 1-year inflation expectations went against analyst predictions and increased by one tick to 3.4%
🚨 Forex US Dollar Update DXY
Yesterday (Thursday) was a big day for money markets. The US dollar took a bit of a hit as it dropped below the 100 mark on the DXY index.
It wasn’t just the DXY that was affected. Many other currency pairs also experienced some significant shifts, hitting certain “key