Investor attention this week centres on Eurozone inflation, the state of the Australian economy and, above all, the US labour market. The dollar retains solid support as markets price in the Fed holding rates steady through year-end, with an additional hike remaining on the table if inflation stays firm and labour market conditions hold up. […]
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Investor attention this week is firmly on US inflation signals and an assessment of global demand resilience. The appointment of Kevin Warsh as Fed Chair has already shifted market sentiment: the probability of a rate hike by December 2026 has surged to 70%, and the dollar continues to hold dominant ground. In this article we […]