by Tony Valente | Apr 2, 2024 | Uncategorized
The Market Dispatch, April 2, 2024 The big surprise in March was a rate cut of 25bps to 1.5% from the Swiss National Bank. The SNB’s decision, its first rate cut in nine years, made it the first major central bank to dial back tighter monetary policy aimed at...
by Tony Valente | Mar 6, 2024 | Uncategorized
The Market Dispatch, March 06, 2024 Last year, the prevailing narrative for global monetary policy was “higher for longer”. That came to an abrupt end in mid-December, after the Fed’s policy meeting which signaled that it was time to think about cutting rates. This...
by Tony Valente | Feb 6, 2024 | Uncategorized
The Market Dispatch, Feb 05, 2024 What a difference a month makes. The USD is up against every major currency this month after being down against ever single currency last month. Last month, the currency narrative changed from “higher for longer” to “cuts, cuts,...
