Sage Investment Club

JP Morgan sees a lower chance of a US recession

In October last year JPM analysts concluded a recession was basically a done deal. They have now dialled that well back, saying the chance of a recession has fallen sharply. A soft landing is now the most likely scenario. JPMorgan’s trading model shows that seven of nine asset classes now show less than a 50% […]

EUR/USD clings to mild gains near 1.0850 as ECB, Fed hawks jostle amid recession concerns

EUR/USD grinds higher around intraday top as it braces for the second consecutive weekly gain. Although Fed officials also sync the tune with ECB hawks, hopes of shorter recession in Europe favor bulls. Downbeat US data renew economic fears surrounding the world’s largest economy and probe DXY bulls. ECB President Lagarde’s speech, Fed talks before […]

USD/CNH snaps four-day uptrend around 6.7700 despite PBOC inaction

USD/CNH consolidates weekly gains with mild daily losses. PBOC keeps one-year, five-year Loan Prime Rates (LPRs) unchanged. US Dollar’s inability to cheer hawkish Fedspeak weigh on prices amid cautious optimism. USD/CNH remains pressured around 6.7700, printing the first daily loss in a week, as trades react to the People’s Bank of China’s (PBOC) status quo […]

EUR/USD aims to surpass 1.0840 as hawkish ECB bets soar

EUR/USD is looking to stretch its recovery move above 1.0840 amid soaring hawkish ECB bets. Weakness in S&P500 due to soaring recession fears are restricting the upside in the risk-perceived currencies. US Treasury yields have displayed a recovery after printing fresh multi-month lows. The EUR/USD pair is struggling to extend its rebound above the immediate […]

Dollar slips lower; recession fears mount By Investing.com

© Reuters By Peter Nurse Investing.com – The U.S. dollar edged lower in early European trade Thursday, continuing its recent selloff after weak U.S. economic data hinted at an upcoming recession, providing more arguments for the to slow down its aggressive interest rate increases. At 03:15 ET (08:15 GMT), the , which tracks the greenback […]

Bad omen? Americans ate out less over the holiday season.

What’s one of the first things people do when they get worried about the economy? They cook more at home and eat out less. That’s what happened toward the end of 2022. Sales at bars and restaurants fell in both November and December — the first back-to-back monthly declines in almost a year. Receipts at […]

Fed’s Bullard doesn’t want to ‘stall’ on getting interest rates over 5%

The Federal Reserve should not “stall” on raising its benchmark rates until they are above 5%, said St. Louis Fed President James Bullard, on Wednesday. “I like the front-loading story,” Bullard said in an interview with the Wall Street Journal that was streamed live . The Fed should move as rapidly as it can to […]

The US Dollar Bounces Back as Recession Fears Swirl. Where to for USD?

US Dollar, DXY index, USD, Fed, USD/JPY, AUD/USD, NZD/USD – Talking Points The US Dollar had a bumpy ride before composing itself today AUD, NZD and JPY have had a busy day on data and news The Fed compass is set due north, but how far and fast in that direction? Recommended by Daniel McCarthy […]

Asia FX weakens on recession woes, yen supported by yield cap bets By Investing.com

© Reuters. By Ambar Warrick  Investing.com– Most Asian currencies retreated on Thursday as weak U.S. economic data pushed up fears of a potential recession, while the Japanese yen recouped most of its recent losses on speculation that the Bank of Japan may yet increase its yield control range. The was the best performing Asian currency for […]