Fed Shrinks Balance Sheet Slower than ECB
The Fed’s balance sheet shrank by 17.6 bn last week to 8,615 bn. Down 119bn […]
Cliff Notes: Constructive Developments for the Consumer
Key insights from the week that was. Developments in Australia and the US this week […]
DXY Testing the 100.82 YtD Low
Markets Yesterday’s second tier US data (weekly jobless claims, PPI) undershot consensus again. It strengthened […]
USD Loses More Ground on Peak Inflation Signs
The US dollar continued to weaken on Thursday, mostly against currencies where the central bank […]
Given the Uncertain Outlook, There’s a Need for “Flexibility and Optionality”.
Markets US CPI and the March Fed meeting minutes were the main events defining trading […]
FOMC minutes reveal larger rate hike considered, banking developments held back aggressive action
FOMC minutes from the March 21-22 meeting revealed that committee members acknowledged inflation remaining significantly […]
Fed’s Daly on Inflation: Progress made, but more work needed
San Francisco Fed President Mary Daly commented on the CPI report released today, calling it […]
Fed’s Barkin: I’m waiting for inflation to crack
In a CNBC interview, Richmond Fed President Thomas Barkin shared his thoughts on inflation, emphasizing […]
EUR/USD Forecast: Traders Eye 1.10 on Softer US Inflation Data
The FX markets had been quite quiet as traders sat on their hands ahead of […]
Barring a Downside Surprise, Today’s CPI in Any Case Should Support Yields
Markets Several Fed and ECB speakers hit the wires yesterday and provided some distraction during […]
Focus on US CPI
Market movers today The highlight of today will be US CPI for March. We look […]
Fed Bostic: Recent data consistent with one more rate hike
In a recent interview with Reuters, Atlanta Fed President Raphael Bostic discussed the implications of […]