700 Reasons to Expect Higher Real Rates on Average
Now that central banks are cutting rates, the question of where they will stop comes […]
Cliff Notes: Shifting Views on the State of the Economy
Key insights from the week that was. In Australia, there was finally a sigh of […]
Fed’s Williams expects gradual move toward neutral policy
New York Fed President John Williams signaled today that monetary policy will continue to shift […]
Fed’s Goolsbee expects more close calls ahead on rate decisions
Chicago Fed President Austan Goolsbee, in an interview with CNBC today, highlighted the clear progress […]
September CPI: Minor Turbulence
Summary The September CPI report came in slightly hotter than expected, but not enough to […]
US: Progress on Inflation Front Stalls in September, Supporting Smaller 25bps Cut in Nov
The Consumer Price Index (CPI) rose 0.2% month-on-month (m/m) in September, a tenth of a […]
USD/JPY Steady After Fed Minutes
The yen is calm on Thursday after sharp losses a day earlier. In the European […]
After Some Hesitation, Dollar Gradually Regaining Traction
Markets Yesterday’s risk-on sentiment, Fed comments and the release of the Minutes of the Fed […]
Fed’s Daly: One or two more cuts likely this year
San Francisco Fed President Mary Daly expressed a cautious stance on monetary policy in a […]
Fed’s 50bps rate cut backed by majority, but divisions emerge on future easing pace
Fed’s decision to cut interest rates by 50 basis points last month was backed by […]
Fed’s Logan advocates gradual rate cuts
In a speech today, Dallas Fed President Lorie Logan emphasized the need for a “more […]
Fed’s Bostic: Comfortable skipping a rate cut if data supports
Atlanta Fed President Raphael Bostic, in an interview with WSJ, indicated that he is open […]