ECB Meets Today But the Decision Itself (Status Quo) Won’t Be Surprising
Markets Above-consensus CPI, driven by low 2023 base effects and far more important by (very) […]
Markets Trim Fed Rate Cut Expectations Amid High US CPI
In focus today Today’s focus will be the ECB meeting where we expect no change […]
Fed Minutes Continue to Indicate Rate Cuts Expected in 2024, But Uncertainty Looms
The minutes from the March 19-20, 2024 Federal Open Market Committee (FOMC) continue to highlight […]
Is There a Possibility of No Fed Rate Cuts This Year?
A summer rate cut by the Fed hangs in the balance amid persistent inflation Rate […]
Fed’s Bostic: Rate cuts may have to move further out
Atlanta Fed President Raphael Bostic recently highlighted the possibility that rate cuts May have “to […]
US Consumer Price Index CPI – USD/JPY Technical Analysis
US Consumer Price Index – CPI The US Consumer Price Index CPI Y/Y overall trend […]
US CPI Data Unlikely to Ease Sticky Inflation Worries, But Will Markets Care?
US CPI inflation expected to have ticked up in March But markets may shrug it […]
SPX 500: Fed Dovish Pivot Narrative is at Risk
Higher oil prices have led to higher inflationary expectations in the US via the breakeven […]
US Money Markets Increasingly Push a First Cut by Fed Further into Time
Markets Friday’s March payrolls were strong across the board. Employment topped all estimates by growing […]
Inflation Fears Resurface as Commodities Spike, Thwarting Central Bank Easing Hopes
Global financial markets are bracing for potential upheaval as geopolitical strains drive gold to new […]
The Weekly Bottom Line: Don’t Bet on June
U.S. Highlights Treasury yields shot higher this week, as expectations for a June rate cut […]
DOW takes a dive and Dollar leaps, as traders start to dismiss June Fed cut
Bets on a Fed rate cut in June receded sharply following yesterday’s stronger than expected […]