View:
09 June 2025 - 15:20
The New York Fed’s May Survey of Consumer Expectations shows slippage in inflation expectations from what were elevated near term views in April, while the 5-year view is the lowest since January 2024. This hints that consumers have not seen sharp price hikes in May, reducing upside risks to the C
09 June 2025 - 09:55
Risk positive market tone keeping the JPY under pressure
Risk premia look too low, but no obvious trigger for near term rise
GBP should start to weaken against EUR as UK earnings growth declines
AUD and NOK have potential to extend gains in risk positive market