Weekly Focus – Markets Price in High Rates for Longer
A slew of US macro data this week confirmed that the US economy stands strong, […]
Will the Fed Hike by 50-bp Next Month?
General risk appetite took a turn for the worse yesterday after a couple of key […]
10-y Testing January Top of 3.90%
Markets Yesterday, especially US bond markets further adapted to guidance that persistent high inflation will […]
No Landing?
The equity marathon that kept going on for questionable reasons since Tuesday ended in tears […]
Cliff Notes: Consumers Bearing the Brunt of Inflation’s Cost
Key insights from the week that was. This week, updates on sentiment and the labour […]
Fed Williams: We need all the gears turning at the right pace
New York Fed President John Williams said yesterday, “We will we stay the course until […]
Fed Harker: It’s going to be above 5%
Philadelphia Fed President Patrick Harker commented on yesterday’s inflation report and said “it was good […]
EUR/USD Vulnerable to Upbeat US Retail Sales Report
EUR/USD Outlook EUR/USD snaps back from a fresh weekly high (1.0805) amid the smaller-than-expected slowdown […]
Fed Logan: We shouldn’t lock in on a peak interest rate or a precise path of rates
Dallas Fed President Lorie Logan said, “we must remain prepared to continue rate increases for […]
Fed Barkin: Gonna be a lot more inertia, persistence to inflation
Richmond Fed President Thomas Barkin told BloombergTV that today’s US CPI data is “about as expected”. […]
CPI to Offer Major Clue on Fed’s Next Move
The incoming US CPI data is set to provide a major steer for markets still […]
Fed Bullard: Continued policy rate increases can lock in disinflationary trend
St. Louis Fed President James Bullard said yesterday, “I was an advocate for a 50-basis-point hike […]