Markets Slip On Hawkish Fed Remarks
It’s a new year but the same old story with markets sensitive to Fed rate […]
Fed Daly: Case can be made for either 25 or 50 next
San Francisco Fed President Mary Daly said in a WSJ interview that she expects interest […]
Probability of a 50 bps Fed Rate Hike in February fell
Markets It was not about the December US payrolls report last Friday, but about the […]
Goldilocks?
Friday’s jobs data in the US, and more specifically, the market reaction to Friday’s jobs […]
Big CPI Week
Market movers today It is the big CPI week with US inflation on Thursday as the highlight. […]
Dollar Selling Re-emerged on Surprisingly Positive Risk Sentiment
Risk sentiment was surprisingly positive in the first week of the year. The stock markets […]
Week Ahead: US CPI and Q4 Earnings Season Begins
Last week, markets maintained their course regarding the “bad news is good, good news is […]
The Weekly Bottom Line: Plenty of Jobs, Except in Congress
U.S. Highlights The labor market cooled modestly in December, with 223k new jobs added and […]
Weekly Economic & Financial Commentary: Economic Growth Remains on a Positive Trajectory, For Now
Summary United States: Economic Growth Remains on a Positive Trajectory, For Now During December, payrolls […]
Forward Guidance: U.S. Inflation Data Watched Closely for Further Signs of Easing
U.S. December inflation data will be watched closely next week for fresh evidence that early […]
Weekly Focus – A Tug of War in Financial Markets
2023 has arrived and it looks set to be another interesting year for financial markets. Diverging […]
Fed Bostic: Rates to stay above 5% a long time
Atlanta Fed President Raphael Bostic said, “if the CPI comes in showing the same kind […]