Fed Bullard: Rates almost restrictive, but not quite there yet
St. Louis Fed President James Bullard said in an online WSJ interview, “we’re almost into […]
Fed Barkin: You just can’t declare victory too soon
Richmond Fed President Thomas Barkin told Fox Business yesterday that recent inflation reports have been […]
Are US Retail Sales the Dollar’s Next Big Test?
Last week, it was again confirmed that the US inflation data is the dollar’s biggest […]
Buying Euro on Every Ray of Sunlight
Earnings season kicked off last Friday when the big US banks reported their Q4 results. […]
Week Ahead: BOJ, More Inflation Data, and Earnings
CPI data was the highlight from last week as inflation continues to slow in the […]
The Weekly Bottom Line: Inflation Turning, But Victory Still Nowhere Insight
U.S. Highlights After fifteen rounds of votes, Kevin McCarthy was elected the new House Speaker. […]
Weekly Economic & Financial Commentary: Pace of Fed Tightening to Downshift Further
Summary United States: War Not Yet Won on Inflation The December Consumer Price Index data […]
Fed Nears a Hiking Pause – History Points to Recession and Possible October 2023 Rate Cut
The Federal Reserve Bank has been on an aggressive tightening path since March 2022. A […]
We’d Be Cautious to Bet on a Dollar Reversal Now
Markets US December CPI was bang in line, coming in at 6.5% y/y (-0.1% m/m) […]
Attention Shifts to US Bank Earnings
US inflation came in line with expectations. The kneejerk market reaction to the data was […]
Underlying Price Pressures Moderating in the US
Market movers today We get the US 5-10 years consumer inflation expectations from the University of Michigan, […]
Fed Mester: We’re not at 5% yet, we need to keep going
Cleveland Fed President Loretta Mester, said in an AP interview, “We’re beginning to see the […]