Authored by Simon White, Bloomberg macro strategist, The market’s view for next year is now pretty consistent: inflation will keep falling at its current pace; the Fed will exercise a relatively large pivot later next […]
Expectations of a 50bps hike were pretty much locked in – so no surprise there at all from The ECB’s decision today (to hike 50bps), but the timing of the start of quantitative tightening is […]
It’s not just Academy strategist Peter Tchir who bucks the prevailing consensus of at least two more rate hikes in 2023, and expects that today’s 50bps rate hike will be last one by the Fed: […]
Authored by Nathan Worcester via The Epoch Times (emphasis ours), The Federal Reserve Board of Governors on Dec. 2 invited public comment on proposed principles for managing climate-related risks of banks with $100 billion or […]
Authored by Andrew Moran via The Epoch Times (emphasis ours), U.S. oil and gas sector activity advanced at a strong pace, although the rate of expansion decelerated in the third quarter, according to the Federal […]
While the headline Dallas Fed Manufacturing survey did not weaken as much as expected, the production index, a key measure of state manufacturing conditions, fell five points to near zero – its weakest level since […]
The Federal Reserve will likely follow in the Bank of England’s footsteps and pivot, according to Morgan Stanley. The bank said global US dollar liquidity is now in the “danger zone where bad stuff happens.” […]
Federal Reserve policy meeting minutes show that a “substantial majority” of officials beleive it will soon be time to slow the rate of interest rate increases. The minutes show the central bank now appears poised […]
Submitted by Newsquawk At its November confab, the FFR target was lifted by 75bps to 3.75-4.00%, as expected. The statement was dovishly received by the market after it stated that the Fed will consider the […]
Authored by Michael Maharrey via SchiffGold.com, Interest rate hikes get most of the attention as the Federal Reserve fights inflation, but balance sheet reduction is arguably more important. And it’s not going well. Since […]
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