May 2024 Monthly

Dollar Is Softer Ahead Of The Employment Report

Japan Drives Home Message

US dollar is mixed, but the spotlight is on the Japanese yen. The offshore yuan is trading stronger than the onshore yuan for the first time this year. Gold rebounded yesterday from nearly one-month lows but stalled around $2329. Japanese officials sold dollars shortly after the US equity market closed yesterday.

Stagflation? Sticky Inflation? 7 Reasons For Investors To Be Positive

Quarterly Trading Report - Q1 2024: Changes In Rate Expectations

The Eurozone Economy Finally Exits Stagnation And Enters Recovery

May Day Fed Day

Yen Retreats, While Stronger EMU GDP Underscores Nascent Recovery And Lifts The Euro

Stronger-than-expected eurozone GDP strengthened the sense that a nascent recovery may be taking hold and has given the euro a bid in the European morning. Japanese stocks rallied strong coming back from the long weekend. Australia's unexpected weakness in retail sales has weighed on the Aussie and Kiwi currencies. Emerging market currencies are mixed, with Turkey and Hungary leading the advancers.

Yen Dumps Before It Jumps

Japanese yen jumps to almost JPY160.20 before falling sharply to JPY154.55. FOMC meeting, the US employment report, and the eurozone CPI were to be the highlights of the week. The dollar weakened against the other major currencies. The MSCI Asia Pacific Index rallied almost 3% last week.

Weekly Report: what happened at FLEE last week (0422-0426)?

Week Ahead: FOMC, U.S. Jobs, EMU Inflation, JPY Pressure

Home Market Outlook Forex Analysis Week Ahead: FOMC, . Jobs, EMU Inflation, JPY Pressure. The backing up of US rates did not lift the dollar broadly. The Bank of Japan had an opportunity to protest the yen's weakness but did not. The eurozone is expected to report that the economy expanded in Q1.

Q1 2024 Active Management Review: Momentum And Growth Factors Outperform

Home Market Outlook Today's Market Q1 2024 Active Management Review: Momentum And Growth Factors Outperform. Another strong quarter in markets led to another stellar performance for the Momentum and Growth factors. The Momentum factor was the standout performer across all regions. Low Volatility was the worst performing factor in the quarter.

Equities Play A Waiting Game

Consumption continued to drive growth in the first quarter. The waiting game continues for the U.S. Federal Reserve and other major central banks to cut interest rates this year. 2024 is shaping up to be a “normal” expansionary year with healthy levels of economic growth and inflation.

Eurozone PMI Signals A Pickup In Growth

Weekly Report: what happened at FLEE last week (0415-0419)?

A Falling Euro Is Not The ECB's Biggest Headache

Inflation Progress May Be Bumpy, But Is Likely To Continue

Decent Eurozone Production Figures Are No Break From A Weak Trend

Weekly Report: what happened at FLEE last week (0408-0412)?

Global Market Perspectives Q2 2024: What's Not To Like?

Home Market Outlook Today's Market Perspectives Q2 2024: What's Not To Like? U.S. Economy continues to grow, overshadowing other major global economies of 2023. With most other global economies still struggling, the U.s. Will remain the strongest global performer.