All Articles

Australian inflation surges, Aussie dips

Australia posted higher-than-expected inflation in July, as CPI and core CPI climbed sharply. This has lowered expectations for an RBA rate cut in September. In the US, President Trump said he had removed Fed Governor Lisa Cook, but it's unclear if he has the authority to do so.

27-08-2025 09:45 GMT by Kenneth Fisher

Australian CPI expected to jump, Aussie steady

Australia releases the July inflation report on Wednesday, with CPI expected to jump to 2.3% from 1.9%. A rise in inflation could complicate RBA plans to continue lowering interest rates.

26-08-2025 10:10 GMT by Kenneth Fisher

Australian dollar extends gains ahead of RBA minutes

The Australian dollar has edged higher on Monday after jumping 1% on Friday after Jerome Powell's dovish speech at Jackson Hole. The RBA releases the minutes of the August meeting, at which the central bank trimmed rates by a quarter-point.

25-08-2025 15:15 GMT by Kenneth Fisher

New Zealand dollar flies after Powell speech, NZ retail sales beat forecast

The New Zealand dollar jumped on Friday as the US dollar retreated following Jerome Powell's dovish speech at Jackson Hole. New Zealand retail sales rose 0.5% in the second quarter, beating the estimate of 0.2%.

25-08-2025 09:45 GMT by Kenneth Fisher

Markets Weekly Outlook - Fed Chair Pivot Ignites Rally Ahead of US PCE and Japanese Inflation Data

Wall Street surges as Fed Chair Powell signals potential rate cut. Focus shifts to upcoming US PCE and Japanese inflation data. This weekly outlook examines market reactions and key economic releases ahead

22-08-2025 20:35 GMT by Zain Vawda

Access Jerome Powell's full speech at the Jackson Hole Symposium right here

Jerome Powell is giving a much-anticipated speech at the key Jackson Hole Symposium, known to generate volatility for FX, Equity and all-types of Markets. Access the text and the live of his speech right here. Market reactions coming soon.

22-08-2025 14:18 GMT by Elior Manier

Japanese inflation falls, yen extends losses

Japan's core CPI fell to 3.1% in July, down from 3.3%. Inflation remains well above the 2% target and the BoJ could deliver a rate hike in September or October. All eyes are on Jackson Hole, where Fed Chair Powell will deliver a speech later on Friday.

22-08-2025 12:55 GMT by Kenneth Fisher

Canadian dollar eyes retail sales report, markets await Powell speech

Canada releases retail sales later today, with a market estimate of 1.5% gain. All eyes are on the Jackson Hole Sympsium, where Fed Chair Powell will deliver a speech.

22-08-2025 09:35 GMT by Kenneth Fisher

UK Services PMI improves, pound continues losing streak

UK PMIs were a mixed bag in July. The Services PMI rose to 53.6 while the Manufacturing PMI contracted to 47.3. In the US, the Fed minutes pointed to dissension as to how best deal with the upside risk to inflation and the downside risk to employment.

21-08-2025 14:45 GMT by Kenneth Fisher

Japan's inflation rate expected to ease, yen dips

Japan releases core CPI on Friday. The core rate has been dropping and is expected to ease to 3.0% in July, down from 3.7% in June. The Fed minutes pointed to differing views among members as how best to respond to a upside risk of inflation and a downside risk to employment.

21-08-2025 10:55 GMT by Kenneth Fisher

Australian dollar extends gains after solid wage growth

Australia's wage growth posted a solid gain of 3.4% in Q2, unchanged from the first quarter. This comes a day after the RBA cut rates. In the US, CPI remained steady at 2.7% but the core rate jumped to 3.1% from 2.9% as US tariffs have made imports more expensive.

13-08-2025 08:25 GMT by Kenneth Fisher

UK employment cools, Pound edges higher, US CPI expected to tick higher

The UK employment report indicated that payrolls and job openings were down. Still, the unemployment rate remained at 4.7%. The US releases the July inflation report, with annual headline and core CPI expected to tick higher.

12-08-2025 10:40 GMT by Kenneth Fisher

RBA lowers rates, Aussie dips lower, US CPI expected to rise

There were no surprises this time from the RBA, which shaved a quarter-point at today's meeting, lowering the cash rate to 3.60%. The US releases July inflation, with headline CPI expected to nudge higher to 2.8%, up from 2.7%.

12-08-2025 09:36 GMT by Kenneth Fisher

UK wage growth expected to ease, Pound steady

The UK releases the employment report on Tuesday. Wage growth expected to fall, while the unemployment rate is projected to remain steady. The weakening labor market was a key factor in the BoE lowering rates last week.

11-08-2025 10:15 GMT by Kenneth Fisher

RBA poised to lower rates, Australian dollar in holding pattern

The RBA meets on Tuesday and is virtually certain to lower rates by a quarter-point to 3.60%. Inflation is heading lower and the labor market is showing signs of slowing, both which support the case for a rate cut.

11-08-2025 09:25 GMT by Kenneth Fisher

Markets Weekly Outlook - US Inflation, EU/UK GDP and RBA Meeting to Shape Market Moves

This weekly market outlook examines key economic events: US inflation, EU/UK GDP, and the RBA meeting. It reviews the past week's central bank actions (BoE, Banxico rate cuts; India steady), global equity performance, and currency/commodity movements. The article also provides a detailed look at upcoming data, focusing on APAC, Europe, and the US, and includes a chart analysis of the US Dollar Index (DXY).

08-08-2025 18:31 GMT by Zain Vawda

Poland in the spotlight - does it represent an excellent investment opportunity?

Does Poland represent an excellent investment opportunity? How has it developed over the past few decades. Let's take a look at the condition of the Polish stock market.

08-08-2025 15:00 GMT by Krzysztof Kamiński

USDCAD rises from a weak Canadian Employment data

USDCAD multi-timeframe technical analysis as the Canadian Jobs data shows a large miss.

08-08-2025 12:59 GMT by Elior Manier

BoJ minutes indicate potential rate hike, yen slips

The BoJ minutes signaled that the BoJ remains open to further rate hikes, provided that growth and inflation moves as expected. Members also said that the US-Japan trade agreement had reduced the uncertainty over tariffs.

08-08-2025 12:45 GMT by Kenneth Fisher

Canada braces for weak jobs report, Canadian dollar steady

Canada releases the July jobs report, which is expected to show a sharp drop in job growth and a rise in the unemployment rate. A weak employment release will support a rate cut from the Bank of Canada.

08-08-2025 09:10 GMT by Kenneth Fisher

All news & analysis