Weekly Economic & Financial Commentary: The First of Many Ticks Higher in the Longer-Run Median Dot
Summary United States: Steady, As She Goes This week’s economic data largely reinforced existing economic […]
Week Ahead – Rate Cut Hopes Rest on US Jobs Report and Eurozone Flash CPI
Nonfarm payrolls report and European flash CPI to shape rate cut bets ISM PMIs to […]
Strong Growth is Good News If Inflation Remains Low
The US printed a better-than-expected growth of 3.4%. Sales grew more than expected, the GDP […]
The Weekly Bottom Line: Fed in No Rush to Cut Interest Rates
U.S. Highlights New home sales fell in February, but remain fairly flat over the past […]
A First Fed Rate Cut in June Seems Highly Premature
Markets German Bunds outperformed US Treasuries yesterday on milder than expected Spanish CPI and soft […]
Something Must Give
European stocks renewed record on Wednesday, the US dollar consolidated gains and the S&P500 stocks […]
Fed Speakers Covered Full Spectrum of Intra-FOMC Views
Markets In a more or less synchronic, technically inspired move US, EMU and UK bond […]
ed Speakers Covered Full Spectrum of Intra-FOMC Views
Markets In a more or less synchronic, technically inspired move US, EMU and UK bond […]
FTSE 100 to Benefit from Improved Commodity Appetite
The week kicked off with a pause in the equity rally on both sides of […]
Focus on US and Swedish Data Today
In focus today From the US, durable goods orders are due for release for February […]
Fed’s Bostic eyes single rate cut in 2024, credits robust economy
Atlanta Fed President Raphael Bostic reiterated his anticipation just one interest-rate reduction within this year. […]
Fed’s Waller: Latest data confirm no rush for interest rate cuts
In a speech overnight, Fed Governor Christopher Waller articulated that Fed is in “no rush” […]