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Headline inflation should fall back on Wednesday Food inflation should fall back rapidly Headline inflation should fall below 2% in April or May Services inflation should fall further in the second...
US markets retreated once more ahead of a week where the words, rather than the actions, of the Federal Reserve will take centre stage. The Fed’s two-day policy meeting will begin tomorrow,...
DEBT: The world’s rising debt mountain is a worry, but comes with silver-linings. The bad news is that the mountain grew to over $300 trillion last year. Equal to $39,000/person on the planet. As...
Week Ahead, March 18-22nd MON: Chinese Retail Sales (Feb), EZ Final CPI (Feb) TUE: BoJ Announcement, RBA Announcement; German ZEW Survey (Mar), Canadian CPI (Feb) WED: FOMC Announcement, PBoC LPR, BCB...
The Fed is expected to maintain interest rates at its March 20 meeting. Recent U.S. inflation reports have reduced expectations for a rate cut by June. Nike & FedEx to report Q3 earnings on March...
A new round of nowcasts continue to estimate that US economic activity will downshift in next month’s release of first-quarter GDP data. Today’s revised estimate is based on the median for a set of...
Super Tuesday was, if I may, super obvious. Former President Donald Trump clinched nearly every delegate that was up for grabs last week, forcing his Republican challenger, Nikki Haley, out of the...
The mixed news on inflation earlier this week and today didn’t help, but neither did sticky inflation news derail expectations that the Federal Reserve will start cutting interest rates in June. Yet...
February's CPI report came in hotter than expected for the second straight month. Sticky inflation suggests the Fed could delay an anticipated June interest rate cut despite the market’s...
Social media users claiming to be Bougie Broke share pictures of their fancy cars, high-fashion clothing, and selfies in exotic locations and expensive restaurants. Yet they complain about living...
I must say that I didn’t see this one coming. Credit where credit is due, though: while Street economists were just a little low (consensus was +0.40% headline, +0.30% core), the CPI swap market at...
Over the last few years, digital currencies and gold have become decent barometers of speculative investor appetite. Such isn’t surprising given the evolution of the market into a...
Today's spotlight is on the crucial US CPI report, with estimates suggesting potential declines in both the monthly and annual core CPI. Market expectations project a decrease in the annual Core...
BRACED: US inflation is the most important number in markets. And markets seemingly braced for a hot US February inflation print today. After January’s upside surprise and Friday’s...
Friday’s payrolls data for February dispatched another upside surprise, reaffirming the now-consensus view that recession risk is low for the US economy. Hiring rose 275,000 last month, beating...