US Data, and the Disinflation Narrative
After months of inflation coming in way above the Fed’s target, the latest releases show […]
Won’t Be Easy for EUR/USD to Push Through Recent Highs
Markets The BoJ’s status quo set the tone for core bond yields right from the […]
Fed Logan backs slowing down in complex environment
Dallas Fed President Lorie Logan said it’s a “good idea to slow down” in “today’s […]
Fed Harker: Hikes of 25 appropriate going forward
Philadelphia Fed President Patrick Harker said yesterday, “I expect that we will raise rates a […]
Fed Mester: We’re not at 5% yet, we need to keep going
Cleveland Fed President Loretta Mester, said in an AP interview, “We’re beginning to see the […]
Fed Bullard: Rates almost restrictive, but not quite there yet
St. Louis Fed President James Bullard said in an online WSJ interview, “we’re almost into […]
Fed Barkin: You just can’t declare victory too soon
Richmond Fed President Thomas Barkin told Fox Business yesterday that recent inflation reports have been […]
Are US Retail Sales the Dollar’s Next Big Test?
Last week, it was again confirmed that the US inflation data is the dollar’s biggest […]
Buying Euro on Every Ray of Sunlight
Earnings season kicked off last Friday when the big US banks reported their Q4 results. […]
Week Ahead: BOJ, More Inflation Data, and Earnings
CPI data was the highlight from last week as inflation continues to slow in the […]
The Weekly Bottom Line: Inflation Turning, But Victory Still Nowhere Insight
U.S. Highlights After fifteen rounds of votes, Kevin McCarthy was elected the new House Speaker. […]
Fed Collins: More measured rate adjustments better in the current phase
Boston Fed President Susan Collins said, “I anticipate the need for further rate increases, likely to […]