Stars Aligned for a Significant Risk-off Correction
Markets The stars aligned for a significant risk-off correction yesterday. First and foremost, the market […]
US Dollar Gains on Renewed Tariff Fears, Focus on PCE Data
Despite beating both revenue and earnings expectations and the forecasts for the current quarter, Nvidia […]
Trump Tariff Whammy Strikes Again
In focus today In the US, the Fed’s preferred measure for inflation, the PCE, is […]
Markets Reel Under Trade War Fears, Dollar Gains Traction, Gold Falls
Global stock markets are under heavy selling pressure as risk-off sentiment dominates the final trading […]
Fed’s Harker says one inflation report shouldn’t sway policy in either direction
Philadelphia Fed President Patrick Harker noted in a speech overnight that recent inflation data continues […]
Fed’s Hammack signals cautious approach, stresses policy patience
Cleveland Fed President Beth Hammack said Fed has the “luxury of being patient” given the […]
PCE Preview and S&P 500 Forecast: US Economy, Inflation Fears, and Tariff Threats
The US Personal Consumption Expenditures (PCE) Price Index, the Fed’s preferred inflation gauge, is due […]
Cliff Notes: Caution Appropriate, But a Risk to Growth
Key insights from the week that was. The January Monthly CPI Indicator printed broadly as […]
Fed’s Schmid: Inflation risks rising, but growth concerns loom
Kansas City Federal Reserve President Jeff Schmid cautioned in a speech today there were “sharp […]
US initial jobless claims jump to 242k, above expectation 220k
US initial jobless claims rose 22k to 242k in the week ending February 22, above […]
US durable goods orders rise 3.1% mom, led by transportation equipment
US durable goods orders rose 3.1% mom to USD 286.0B in January, well above expectation […]
US PCE inflation slows as expected, personal income surges but spending contracts
The latest US PCE inflation data showed price pressures moderating slightly in January. Both headline […]