Cliff Notes: Markets End the Year Mired in Uncertainty
Key insights from the week that was. This week, we received updates on consumer and […]
More Shocks Coming?
Equity markets are back in the red on Thursday as investors reel from the nasty […]
Fed Review: FOMC Signals Fed Funds above 5% in 2023
Fed Review: FOMC Signals Fed Funds above 5% in 2023 The US Federal Reserve hiked […]
What to Make of December’s FOMC Meeting?
The big takeaway from today’s FOMC meeting is that the Fed really hasn’t changed its […]
FOMC Meeting Recap: Powell Presser Poses More Questions than Answers
As we discussed in our FOMC meeting preview report, the decision for a 50bps interest […]
Stocks Slip in Cautious Trade ahead of the FOMC Rate Decision
US futures Dow futures -0.01% at 34110 S&P futures -0.1% at 4005 Nasdaq futures -0.14% […]
Fed Pivot May Send US Stocks on Path to Bull Market
Stocks were given a shot in the arm by yesterday’s cooler-than-expected US CPI data. However, […]
Expect Fed to Raise Terminal Policy Rate to 5% and Perhaps Even More
Markets US CPI eased more than expected in November to 7.1% headline and 6% core […]
Stocks Jump after Inflation Cools by More than Forecast
US futures Dow futures +2% at 34704 S&P futures +2.7% at 4100 Nasdaq futures +3.75% […]
US: Inflation Shows Further Signs of Easing and Supports the Case for Fed Dialing Back on Rate Hikes Tomorrow
Consumer price inflation increased by 0.1% month-on-month (m/m) in November, coming in well below the […]
US CPI Could Shake Up FOMC Decision
Usually, we have all the key data points ahead of an FOMC decision to make […]
FOMC preview: All about dot plots and 5%
Fed is widely expected to slow down the pace of rate hike today, and raise […]