Key Events This Week : Fed Commentary Dominates Ahead of Core PCE Inflation Report Release  After a fast-paced week packed with significant economic data and multiple central bank activities, the focus shifts to Federal Reserve commentary, leading up to Friday's core PCE inflation report. Fed official Bostic (a dovish voter) kicks off the week...

Global Central Bank Leaders to Join Jackson Hole, Powell's Speech Key  The Jackson Hole schedule was released last night, revealing that Norges Bank Governor Ida Wolden Bache and Bank of Brazil Governor Roberto Campos Neto will join ECB Board Member Philip Lane on the Saturday panel discussion. Both Wolden Bache and Campos Neto have recently e...

Central Banks Diverge as Gold Surges and Euro Slips  As we approach the weekend, gold prices have hit an all-time high and the euro has dropped below 1.07 for the first time since November last year, possibly due to concerns about a potential attack on Israel by Iran or its proxies. This week signifies a significant shift away from synchronize...

Stock Market Optimism Peaks as Central Banks Signal Rate Cuts, Bears on Alert for Potential Catalysts  The stock market is experiencing high levels of optimism due to reassurances from central banks about potential rate cuts. This has left investors with little incentive to sell, while those bearish on the market are waiting for catalysts that...

"Who are the predominant forces in the bond market?" Despite common belief linking entities like the Fed or foreign Central Banks such as the Bank of Japan or the People's Bank of China to this role, the truth differs significantly. In reality, the true heavyweights in the bond market might rekindle their interest in bonds by 2024. Over 70% of net ...