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Economy
Labor Gains and Higher Treasury Yields Push Fed Rate Cuts Later Into the Year
Due to resurging in the past three months, plus higher in the wake of the May payroll report, any Fed key cut will likely be postponed…
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Speech by Governor Barr on supervision and regulation
Thank you for the opportunity to speak to you.1 The U.S. economy relies on…
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AI Is Repricing Human Value Across Wealth Management
A senior advisor at a US practice recently got back four to six hours of her week. Not through a restructuring or thanks to a new hire,…
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Firm Jobs Numbers Boost Rate Hike Chances, but Lack of Breadth Remains a Concern
Yet another stronger-than-expected US jobs number in an environment of rising inflation is fuelling expectations of a before the end of…
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Oil Market Underestimates Frictions Beyond a Deal
For weeks now, media reports have been suggesting that Washington and Tehran are moving closer to a memorandum of understanding (MOU). In…
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Oil, GBP/USD Forecast: 2 Trades to Watch
Oil eases on Israel-Lebanon ceasefire, but inventories are falling rapidly. steady amid US-Iran stalemate and ahead of BoE Bailey’s…
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Looking Past Energy as Markets Focus on Strong Earnings Forecasts
is back on the rise on no news about Iran. Both sides are well aware of the clock ticking towards true shortages of petroleum products,…
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Trump’s Tariff Expansion Risks Even Bigger Economic Blowback
Donald Trump’s proposed expansion of tariffs across dozens of trading partners carries a greater risk of damaging the US economy than…
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Midas Touch: Data Center Winners Continue to Outpace AI Spenders
Overall momentum in AI moderates after a sizzling run, but semiconductors keep going.
Tech continues to dominate the market. Comments by…
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Oil, EUR/USD Forecast: 2 Trades to Watch
Oil falls after mixed messages from the US and Iran. rises after hotter Eurozone inflation and amid a weaker US dollar.Oil Falls After…
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