The Month Ahead: December 2016

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In a month that is going to be dominated by central bank meetings and politics, Win Thin focuses on what to expect from the US jobs data on December 2, the ECB meeting on December 8 and the FOMC meeting on December 14. He also talks about what to expect from the Bank of England when they meet on December 15 and the Bank of Japan meeting on December 20. On the political front, he talks about the Austrian elections and the Italian Referendum, both of which will be seen as bellwethers for the French and German elections next spring and fall, respectively.

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The Month Ahead: September 2016

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In a month that is going to be dominated by Central Bank meetings, Win Thin discusses what to expect from the FOMC meeting on September 21, the jobs data report coming out on Friday, the consequences of Janet Yellen’s Jackson Hole speech and how the divergence story continues to favor the dollar. He also talks about what to expect from the Bank of England on September 15 as well as Bank of Japan on September 21.

Watch the video here.

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The Week Ahead: August 1, 2016

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A number of reports are due from the US this week which will set expectations for the Fed’s next move.  The Reserve Bank of Australia and Bank of England meet as well.  Both are expected to cut rates and Win explains what this means for the dollar and risk assets. 

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The Week Ahead: July 25, 2016

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This week, Win focuses on the US and Japan. The FOMC meets on Wednesday and the BOJ decision is expected on Friday. Win shares what to expect from both nations and the potential implications across the markets.

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The Week Ahead: July 11, 2016

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This week, Win Thin examines what recent data reports are telling us about timing of the Fed’s next move.  Plus, he shares what to expect from the Bank of England when it meets on Thursday.

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The Week Ahead: July 5, 2016

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The Brexit vote continues to bring uncertainty to the markets, including the US.  Many expect that the Fed will keep rates stable until 2018.  Win Thin shares why this might not be the case and also explores which assets are underperforming as a result of the Brexit vote.

Watch the video here.

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The Week Ahead: June 27, 2016

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This week, Win focuses on the global fallout from the Brexit vote.  While the Brexit vote has added to the fog surrounding Fed policy, Win offers perspective on where the Fed goes from here and what to expect from the markets.

Watch the video here .