Fed Daly: 4.75% – 5.25% is reasonable for policy rate end-point
San Francisco Fed President Mary Daly told CNBC that “consumers are preparing for slower economy, that’s […]
EUR/USD Rebounds Ahead of US Retail Sales
The EUR/USD rebounded in the first half of today’s session. This was presumably due to […]
Fed George: Maybe we even have economic contraction to slow inflation
Kansas City Fed President Esther George told the WSJ, “‘I have not in my 40 […]
Fed Harker expects slowing hike pace approaching a sufficiently restrictive stance
Philadelphia Fed President Patrick Harker said, “in the upcoming months, in light of the cumulative […]
Weakening of Yen for Now Apparently Isn’t a Support for Japanese Economy
Markets Yesterday was the first day of what we fear will be a November lull. […]
Fed Brainard: Appropriate soon to move to a slower pace
Fed Vice Chair Lael Brainard said yesterday, “I think it will probably be appropriate soon to […]
US Markets: End of Bear Market or Another Bear Market Rally?
The recent rally in the markets may not be over, argues Morgan Stanley, which, however, […]
Fed Waller: Start paying attention to the endpoint, not the pace
Fed Governor Christopher Waller said over the weekend, “we’re at a point we can start […]
Research US – Inflation Risks Are Not Over Yet
While markets have reacted very positively to the October CPI print, we continue to see […]
Weekly Focus – Geopolitics Takes Centre Stage
The central bank ‘pivot’ narrative got a boost from US CPI inflation surprising on the […]
Fed Waller more comfortable to hike 50bps in Dec, but no judgement before more data
Fed Governor Christopher Waller said in a speech that while the slowdown in CPI in […]