Weekly Economic & Financial Commentary: Central Banks on Hold for Longer?
Summary United States: Little Love in January Data Economic data were stuck in the doldrums […]
Weekly Focus – Data Dampens Rate Cut Expectations
The overall theme for markets this week continued to be the scaling back of expectations […]
Strong January UK Retail Sales Push Sterling and UK Yields Higher
Markets US eco data were too plenty yesterday to give a clear signal for trading. […]
Japanese GDP Unexpectedly Contracted in Q4
Markets Broader markets recovered from the big post-CPI swings yesterday in absence of new drivers. […]
All’s Well That Ends Well
The market has been very quick in swallowing and digesting this Tuesday’s less than ideal […]
Fed’s Barr: Rate cut decisions hinge on continued good data
In a speech overnight, Fed Vice Chair Michael Barr noted that the FOMC is “confident” […]
Fed’s Goolsbee: Rate cuts tie to confidence on path to inflation target
Chicago Fed President Austan Goolsbee at an even today that inflation would “still be consistent” with […]
US Stock Market Bulls Facing a Reality Check (3 Ominous Signs to Watch)
Goods-based inflationary pressures in the US may resurface in H2 2024 due to leading bullish […]
DOW plunges most in nearly a year, yet outlook not gloom
DOW posted its biggest daily decline in nearly a year overnight, rattled by the latest […]
U.S. CPI Growth Shows Underlying Signs of Inflation Reacceleration
The year-over-year rate of CPI growth slowed less than expected in January – to 3.1% […]
Fed’s Bostic: Robust economy allows for unhurried monetary easing without oppressive urgency
Atlanta Fed President Raphael Bostic noted there has been “substantial and gratifying progress” in reducing […]