Cliff Notes: Short-Term Risks and Long-Term Opportunity
Key insights from the week that was. On Budget 2024-25, our bulletin and conversation with […]
Fed’s Williams: Monetary policy in a good place, no need to tighten today
In a Reuters interview, New York Fed President John Williams expressed confidence in the current […]
Dollar Selloff Continues as Risk-On Sentiment Drives US Stocks to New Highs
Dollar faced broad sell-offs overnight and continued to weaken in Asian session. Investors breathed a […]
Fed’s Goolsbee stresses need for housing inflation drop to reach 2% target
Chicago Fed President Austan Goolsbee, in a Marketplace interview, emphasized the importance of a significant […]
Fed’s Kashkari: Current rates might be one foot on the brake, not two
Minneapolis Fed President Neel Kashkari stated overnight that Fed likely needs to keep interest rates […]
April CPI: It’s a Start
Summary The first CPI report of Q2 should be seen as welcome news by the […]
US: Core Inflation Cools to Near Three-Year Low in April
The Consumer Price Index (CPI) rose 0.3% month-on-month (m/m) in April, a tick below the […]
PPI Data Didn’t Feel ‘Right’
Yesterday was one of those days when investors insisted on seeing a glass that was […]
Fed’s Schmid advocates patience in tackling inflation
Kansas City Fed President Jeffrey Schmid expressed confidence that inflation will gradually return to Fed’s […]
Fed’s Mester not eager to consider rate hikes
Cleveland Fed President Loretta Mester, in an interview with WSJ, expressed a cautious stance on […]
Fed’s Powell sees good picture in US economy, cautions on disinflation
Fed Chair Jerome Powell, speaking at an event in Amsterdam, characterized the recent US economic […]
Fed’s Mester, Bostic, and Barkin signal extended restrictive stance
Some Fed officials have emphasized overnight the need for a extended period of restrictive monetary […]