Trading Insights

Macro Watch

Markets eye GDP and Fed commentary as U.S. yields remain elevated and political risks rise in Europe.
  • Q2 GDP beat: U.S. growth at 3.3% vs 3.1% expected, consumer spending resilient.
  • Q3 GDP in focus: Consensus at 3.1%, but Fed’s GDPNow model signals just 2.2%.
  • Fed commentary: Waller’s speech may clarify chances of a September rate cut.
  • Europe risk: French political tensions weigh on the euro.