The Week Ahead – ECB Spotlight as Fed Rate Speculations Drive Market Shifts
US inflation data caused a significant selloff in US mega-cap tech stocks and a shift […]
The Weekly Bottom Line: U.S. – Inflation Cooling
U.S. Highlights U.S. inflation eased by more than expected in the month of June, raising […]
Weekly Economic & Financial Commentary: Balanced Risks Drive the FOMC Closer to a September Rate Cut
Summary United States: Fed’s Challenge: Making Sure Fire Is Out vs. Water Damage We learned […]
A September Fed Rate Cut Could Lead to Easing Spree During end-2024
Market prices in at least two rate cuts from Fed ECB, BoE expected to follow […]
Soft US CPI Boosts Reflation Trade
I don’t know for the Federal Reserve (Fed) but investors definitely got to the evidence […]
June CPI: September Rate Cut Incoming
Summary This morning’s CPI report was arguably the most encouraging one the FOMC has received […]
NASDAQ eyes 20k after Powell’s balanced risk remarks
US stocks soared overnight, with NASDAQ and S&P 500 both extending their record runs with […]
Fed’s Cook optimistic on soft landing, pledges vigilance on labor market dynamics
Speaking at an event in Australia today, Fed Governor Lisa Cook expressed optimism about the […]
US CPI Preview: US Dollar Index (DXY) Looks for Guidance from Inflation Data
Anticipation is high for the release of US CPI data, which is expected to influence […]
Fed Chair Explicitly Said He Didn’t Intend to Give Any Rate Timing Signals
Markets Fed Chair Powell before Congress yesterday reiterated that the US economy is coming into […]
Inflation No Longer the Only Risk
Federal Reserve (Fed) Chair Jerome Powell’s testimony yesterday wasn’t overly optimistic but it revived the […]
Fed officials optimistic on inflation progress, markets see two rate cuts this year
Several Federal Reserve officials welcomed the US June CPI data released yesteday, which showed better-than-expected […]