Enough Fed Rate Cut Delay is Discounted
Markets In a session deprived of key data, yields and the USD yesterday faced a […]
ASML Miss Hammers Appetite
The big story of yesterday was the disappointing results from the biggest European company, ASML, […]
Worst of Both Worlds: Are the Risks of Stagflation Elevated? Part I
Part I: A Framework to Characterize Episodes of Stagflation Summary In this first report of […]
Market Continues to Price in a Plethora of Rate Cuts for 2024
Market is still in monetary easing mode despite fewer rate cuts priced in across the […]
Dollar Rally Shifts into a Lower Gear
Markets Developments in the Middle East gradually lost their grip on global markets with central […]
Powell asserts Fed will hold rates steady if inflation persists
Fed Chair Jerome Powell acknowledged that recent economic data have not bolstered confidence in disinflation. […]
Fed’s Jefferson ready to maintain current interest rate if inflation persists
Fed Vice Chair Philip Jefferson stated in a speech that his “baseline outlook” anticipates further […]
Currency War and Geopolitical Risk are Deadly Concoctions for Risk Assets
The odds have inched higher for a currency war scenario where the Chinese yuan may […]
Hard to Justify a Cut
A stronger-than-expected retail sales data from the US cemented the idea that the US economy […]
Fed’s Daly stresses patience on rate cuts, no urgency required
San Francisco Fed President Mary Daly emphasized a cautious approach to interest rate reductions. Given […]
Fed’s Williams foresees interest rate normalization starting this year
In an interview with BloombergTV. New York Fed President John Williams suggested that Fed is […]
Fed’s Bowman: Inflation progress has slowed, perhaps even stalled
Fed Governor Michelle Bowman, speaking at an International Institute of Finance conference, remarked that progress […]