Archive - Thales Research

November 2024

Presidential Election Review

The US presidential election resulted in a smashing Trump victory with republicans also winning the senate and the house in a so called “Trump sweep”.

Nov 13, 2024 •

US Presidential Election Preview

Nov 1, 2024 •

October 2024

Event research - Japan's MOF FX Market Interventions

The Ministry of Finance (MOF) in Japan intervened several times in the FX market throughout 2022-2024.

Oct 20, 2024 •

NFP Review - Strong Report, Not a Gamechanger

Oct 8, 2024 •

NFP Preview – Never mind the hype, see you in November

Since August’s surprise rise in the unemployment rate and the subsequent market reaction in both stocks and the unravelling of carry trade in JPY, the…

Oct 4, 2024 •

September 2024

Fed September Review – No rush for more 50 bps cuts

Welcome to our “Fed review”.

Sep 25, 2024 •

Fed September Preview – Don’t be mislead by the 25 – 50 bps debate

Hello and welcome to our “Fed Preview”.

Sep 18, 2024 •

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