Markets kept recalibrating through June.
June brought varied signals across commodities, with weather patterns, supply-demand dynamics, and policy-linked developments influencing different sectors in different ways.
The latest ECB meeting reflected a cautious tone as policymakers weighed energy-linked price risks, growth expectations, and the path ahead.
Our latest ECB Report captures the key themes shaping the policy discussion.
Read it here: https://t.co/SmBUfOOuD4
Our latest blog simplifies the idea of money supply by looking at narrow money, broad money, & the broader measures used by policymakers.
A quick explainer on how these concepts help us understand liquidity, economic stability, & the role of central banks.
https://t.co/ns1iidM6ac
A month shaped by optimism and adjustment.
May reflected evolving sentiment across equities, yields, and commodities as earnings cues, global developments, and sector-specific narratives shaped market behavior.
A month of signals and recalibration.
With policy expectations, geopolitical risks, and supply narratives all in motion, the month brought a layered tone across asset classes.
The latest #FOMC meeting highlighted a policy environment shaped by divided views, evolving price risks, & a changing leadership backdrop.
Our latest FOMC Report captures the key signals and uncertainty surrounding the path ahead: https://t.co/fU5jDR0bQV
Your thoughts?
#FED
A shift in tone, not just momentum.
March’s markets were shaped by rising global uncertainties, shifting inflation expectations, and changing policy signals across sectors.
Explore our Market Snapshot for the themes driving these transitions.
March’s FOMC meeting reflected a measured tone as policymakers weighed evolving global risks, inflation signals, and the broader economic outlook—our latest FOMC Report captures all that!
What stood out to you?
https://t.co/h0oQn5PYqb
#FOMC#FED#FuturesFirst#Rates#Economy
Signals changed, sentiment followed.
From policy uncertainty to shifting commodity narratives, February brought a mix of market moves shaped by global tensions and changing macro expectations.
A volatile start to the year.
January reflected shifting momentum across commodities and equities, as geopolitical headlines, supply themes, and risk sentiment shaped market behavior.