Cliff Notes: Uncertainty on Many Fronts
Key insights from the week that was. In Australia, Westpac-MI Consumer Sentiment remains in deeply […]
Focus Turns to US September CPI
Markets With only second tier data/news, there was no reason for markets to change course […]
US Inflation Data Could Disrupt Dovish Fed Trades
Flight to safety continued on Wednesday, as Middle East tensions rose by another notch after […]
Focus Turns to US CPI
Market movers today US CPI will be the main focus today. We forecast both headline […]
Fed’s Collins eyes prolonged restrictive rates
Boston Fed President Susan Collins noted overnight her expectation that the central bank may need […]
Fed minutes show majority leaning towards further rate hike
In the minutes from Fed’s September 19-20 meeting, while “a majority of participants” believed another […]
Dollar Mostly Unfazed Post FOMC Minutes
Minutes: Fed sees ‘restrictive’ policy staying in place until inflation eases 10-year Treasury yield resumes […]
Fed Minutes Signal One More Rate Hike Could Be On Tap
The minutes from the September 19-20, 2023 Federal Open Market Committee (FOMC) meeting underscored the […]
Fed’s Bowman: Policy rate may need to rise further
Fed Governor Michelle Bowman acknowledged in a speech the progress made in curbing inflation. However, […]
Fed Minutes Probably Sound More Hawkish Compared to Debate on Yields
Markets Global markets yesterday succeeded a surprising ‘all‐asset rebound’ with both bonds and equities gaining […]
The Sweet Sound of Dovish Fed
The IMF lowered its global growth forecast to 2.9% but boosted its inflation projection from […]
Fed’s Collins believes rates may have peaked in current cycle
Boston Fed President Susan Collins highlighted that recent rise in long-term yields implies some tightening […]