The Red Fork in the Road
We were already expecting loose US fiscal policy and higher interest rates across the curve […]
FOMC Focused on Health of Labour Market and Success with Inflation
Unsurprisingly, the FOMC made clear it was too early to assess the economic implications of […]
Fed Continues To Dial Back Policy Restraint via 25 bps Rate Cut
Summary As widely expected, the FOMC cut rates by 25 bps at today’s policy meeting. […]
Fed Review: In a Good Place After All
The Fed cut rates by 25bp in its November meeting, as widely expected. Powell delivered […]
October CPI Preview: Disinflation Is Getting Harder
Summary The October Consumer Price Index will likely show that progress in wringing out the […]
Dollar Reverses Post-Election Gains as Markets Seek Clarity on Fed’s Rate Path
Dollar continued to weaken in early US session, erasing the strong gains it enjoyed following […]
After Outsized Politically-Driven Repositioning, Markets Return to Normal Dynamics
Markets The Republican hattrick trigged the most pure version of the America First trade. US […]
Fed rate cut expected with Powell’s tone on inflation in focus
Fed is widely anticipated to announce a 25bps rate cut today, lower the federal funds […]
Markets Brace For Higher Inflation and Interest Rates Under President Trump
Summary of Election Results & Financial Market Reaction As of 11 AM ET, Donald Trump […]
The 2024 U.S. Elections: Economic Implications
Summary Election Day is in the rearview mirror. Although the outcome of every race has […]
Gold Prices Plunge as Trump Triumphs: What’s Next for XAU/USD?
Gold prices plummet as Trump’s election victory boosts the US dollar and Treasury yields. Market […]
US 10-yr yield retreats after Fed holds rates steady; Powell highlights fiscal risks
US 10-year Treasury yield eased back notably overnight following Fed’s decision to keep interest rates […]