MARKET VIEWS

Fed’s Reality Check Will Be In Autumn

by Filippo Ramigni

9 August 2022

In this paper we discuss:

• Editorial: Why the reality check for the Fed’s data-dependent strategy will occur in Autumn;
• Sovereign bonds: UST and Bund futures;
• Currencies: EUR/USD, USD/JPY;
• Equity indices: NASDAQ, DAX, FTSE100;
• Commodities: Oil (Brent) and Gold; and
• Unexpected Curveball: GBP/USD.

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