Any Speculation on Time of BoE Rate Cuts Very Premature
Markets US yields yesterday started a catching up move after the rise in Germany on […]
UK Inflation Unexpectedly Rebounds
Yesterday was just another day where another policymaker pushed back on the exaggerated rate cut […]
Fed’s Waller anticipates rate cuts this year, stresses upcoming CPI revisions
Fed Governor Christopher Waller expressed growing confidence bring inflation down to target. He noted in […]
Dollar’s Indecisive Week, Rate Cut Bets Hold Despite Inflation Surprises
Dollar demonstrated a distinct lack of decisiveness in its trading last week, encapsulating a theme […]
Market Continues to Price in Aggressive Rate Cuts for 2024
The 2024 market theme remains for several rate cuts from most central banks Fed is […]
Global Implications of a Soft U.S. Landing
Summary The continued resilience in U.S. activity has prompted a significant shift in our outlook […]
US CPI Bounce Goes Unheard, Focus on Bank Earnings
Yesterday’s US inflation report wasn’t exactly ideal. The headline inflation rose more than expected to […]
Fed’s Goolsbee: January too soon for committing to future rate cuts
Chicago Fed Austan Goolsbee has highlighted the critical role of ongoing inflation data in shaping […]
Fed’s Barkin watching goods-services cost divide
Richmond Fed President Thomas Barkin told reporters after a speech overnight that the December CPI […]
Fed’s Mester: March too early for rate cut, inflation fight continues
Cleveland Fed President Loretta Mester, in an interview with BloombergTV overnight, emphasized that March might […]
Fed’s Williams on inflation progress: Our work is not done
New York Fed President John Williams acknowledged the “meaningful progress” made in balancing the economy […]
Fed’s Beige Book: Widespread signs of slowing job market
Fed’s Beige Book noted a majority of the 12 Districts observed “little to no change […]