A soft landing?

A soft landing?

Will the world’s largest economy, the US, finally achieve a soft landing after the recent interest rate hikes? The US unemployment rate, known for its mean reversion characteristics, poses a challenge for a soft landing. Typically, low unemployment rates will...
A Second Wave

A Second Wave

The likelihood of a second wave of inflation in the U.S. this year is quite slim, despite the unemployment rate remaining near historic lows. While March’s inflation rate saw a slight increase from 3.2% to 3.5%, the inflation rate has been steadily declining...
Where are currency markets heading?

Where are currency markets heading?

The US dollar has remained dominant over its developed economy counterparts, as depicted in Figure 1. This figure shows that the US dollar is significantly overbought when compared to its developed economy peers. This can be seen in the DXY Index, which tracks the...
2024 US Presidential Race

2024 US Presidential Race

The US presidential election to take place in November 2024 is arguably the most important geopolitical event of the year. Based on historical outcomes, the odds are in favour of Republican candidate and former president Donald Trump. Historically, an incumbent US...