Gold’s Astounding Rally and the Challenges Ahead
Gold gains around 18% year-to-date But is it time for the uptrend to cool down […]
September 25 bps Fed Rate Cut Fully Discounted
Markets Fed Chair Powell in an interview at the Economic Club of Washington DC didn’t […]
Fed’s Daly sees growing confidence in inflation control
San Francisco Fed President Mary Daly, speaking at a conference overnight, expressed optimism about the […]
Fed’s Powell: Q2 inflation data do add somewhat to confidence
Fed Chair Jerome Powell, speaking at an event overnight, highlighted that in Q2, the economy […]
Dollar Losing Interest Rate Support at Stealth Pace
Markets The US dollar is losing interest rate support at stealth pace. Since the awful […]
Dollar Plummets as Markets Brace for Double or Even Triple Fed Rate Cuts This Year
Dollar weakened broadly last weeks market expectations on Fed’s policy path shifted dramatically. The June […]
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 […]
Fed’s Kugler signals rate cuts later this year amid continued disinflation
In a speech overnight, Fed Governor Adriana Kugler noted that despite “a few bumps” earlier […]