Fed Powell Said Too Soon to Say How Trump Administration’s Policies Would Reshape Outlook
Markets The barrage of central bank meetings in Sweden, Norway, the Czech Republic and the […]
Fed Has No Choice But to Dance to Trump’s Tune
The Federal Reserve (Fed) delivered the second rate cut of the year yesterday. Chair Jerome […]
China to Unveil Fiscal Stimulus Package
In focus today Today, we should finally get actual numbers on China’s fiscal stimulus as […]
The Red Fork in the Road
We were already expecting loose US fiscal policy and higher interest rates across the curve […]
FOMC Focused on Health of Labour Market and Success with Inflation
Unsurprisingly, the FOMC made clear it was too early to assess the economic implications of […]
Fed Continues To Dial Back Policy Restraint via 25 bps Rate Cut
Summary As widely expected, the FOMC cut rates by 25 bps at today’s policy meeting. […]
Fed Review: In a Good Place After All
The Fed cut rates by 25bp in its November meeting, as widely expected. Powell delivered […]
Bank of England Review – Gradual Easing Supports a Stronger GBP
At today’s monetary policy meeting the BoE cut the Bank Rate by 25bp to 4.75%, […]
October CPI Preview: Disinflation Is Getting Harder
Summary The October Consumer Price Index will likely show that progress in wringing out the […]
Dollar Reverses Post-Election Gains as Markets Seek Clarity on Fed’s Rate Path
Dollar continued to weaken in early US session, erasing the strong gains it enjoyed following […]
US initial jobless claims rises to 221k vs exp 220k
US initial jobless claims rose 3k to 221k in the week ending November 2, slightly […]
US 10-yr yield retreats after Fed holds rates steady; Powell highlights fiscal risks
US 10-year Treasury yield eased back notably overnight following Fed’s decision to keep interest rates […]