Fed’s Logan suggests elevated term premiums might ease pressure on tigthening
Dallas Fed President Lorie Logan pointed out the role of higher term premiums, noting their […]
Mighty Dollar Turns to US Inflation Data and Fed Minutes
Dollar stabilizes ahead of FOMC minutes and US inflation report Inflation expected to cool further […]
Fed’s Bowman: Rate hike needed amid inflation, solid growth
Fed Governor Michelle Bowman emphasized her ongoing concerns about inflationary pressures, underscoring the need for […]
Genuine Confidence on the Economy or Simply a Mirage; Dollar in Search of Answers
In a week brimming with financial intricacies, the most surprising element was the remarkable bounce-back […]
Forward Guidance: U.S. Inflation Growth to Edge Lower in September
All eyes will be on U.S. inflation data in an otherwise quiet week of economic […]
Week Ahead – US Inflation and Fed Minutes to Test Dollar, Bond Markets
US CPI report and Fed minutes to take centre stage Will they fuel or dent […]
Weekly Focus – Rise in US Yields Not Going to Last
A massive sell-off in bond markets have over the past weeks pushed long US government […]
September Employment: Wow
Summary The September employment was strong across-the-board. Nonfarm payrolls grew at a robust 336K pace […]
The All-Important Jobs Report
For most of this year, the market was focused on inflation numbers, as inflation was […]
Fed’s Barkin links yield surge to robust data, abundant supply
Richmond Fed President Thomas Barkin expressed a cautious stance yesterday, indicating it’s “too early to […]
Fed’s Jefferson on the balance between rising yields and monetary policy
Fed Vice Chair Philip Jefferson shared in a speech overnight the insights onchallenges posed by […]