Tariffs Continue to Take Their Toll as We Wait for the Fed
Why we see Fed Chair Powell pushing back on rate cut hopium in the market
Research, market insights, press releases and documents for professional investors — from C8 Technologies and our global index and research partners.
Why we see Fed Chair Powell pushing back on rate cut hopium in the market
What will Fed Chair Powell say on Friday?
Trump and tariffs, Powell, January CPI and more earnings
Market Wrap US Futures and overseas markets began the day playing out as everyone had envisioned, given Trump’s weekend tariff declarations. US markets opened also as expected up until Mexico’s president announced on “X” that a tacit agreement had been reached that involved Mexico bolstering its border with 10,000…
DeepSeek Rattles AI, The Fed, Looming Trump Tariffs
The FOMC roster change takes the focus off today's December Fed meeting minutes
The Fed's next meeting, updated economic projections, Retail Sales and more
Over the month since our C8 Weekly Bulletin highlighted early signs of an opening up of the Chinese economy, the liberalisation steps have gathered new momentum. Against this backdrop, the timing may be propitious for Cirdan Capital's launch today of the C8 China Futures Access certificate.
This week we look at the broad state of markets including EM, Europe and the tight ranges in FX.
This week we look at the state of equities and monetary/fiscal expectations as well as China.
This week we discuss the upcoming ECB meeting, FedNow, digital currencies and the current sideways state of Global Macro markets.
This week we take a look at the latest developments in Europe, China and the US. Is the rotation from growth to value actually going to happen this time? What to keep your eye on.