September 25 bps Fed Rate Cut Fully Discounted
Markets Fed Chair Powell in an interview at the Economic Club of Washington DC didn’t […]
Trump Trade, China Trade, Reflation Trade, AI Trade
There are a few stories developing at the same time: The Trump trade consists of […]
Fed’s Powell: Q2 inflation data do add somewhat to confidence
Fed Chair Jerome Powell, speaking at an event overnight, highlighted that in Q2, the economy […]
A Clearer Shape of a Long-Term Dollar Decline
While Trump’s rise to power is widely seen as a positive for the dollar, the […]
Dollar Losing Interest Rate Support at Stealth Pace
Markets The US dollar is losing interest rate support at stealth pace. Since the awful […]
Trump Assassination Attempt Boosts His Chances of Winning November Election
Donald Trump got this close to being assassinated this weekend while he was giving a […]
Dollar Plummets as Markets Brace for Double or Even Triple Fed Rate Cuts This Year
Dollar weakened broadly last weeks market expectations on Fed’s policy path shifted dramatically. The June […]
The Week Ahead – ECB Spotlight as Fed Rate Speculations Drive Market Shifts
US inflation data caused a significant selloff in US mega-cap tech stocks and a shift […]
The Weekly Bottom Line: U.S. – Inflation Cooling
U.S. Highlights U.S. inflation eased by more than expected in the month of June, raising […]
Weekly Economic & Financial Commentary: Balanced Risks Drive the FOMC Closer to a September Rate Cut
Summary United States: Fed’s Challenge: Making Sure Fire Is Out vs. Water Damage We learned […]
June Inflation Report and BOS Survey Set the Stage for BoC’s Next Rate Cut
The Bank of Canada’s quarterly Business Outlook Survey (BOS) and June’s inflation data will be […]
Fed’s Daly sees growing confidence in inflation control
San Francisco Fed President Mary Daly, speaking at a conference overnight, expressed optimism about the […]