Fading the Fed Hawks
Despite a hot January CPI, the long-term economic outlook supports lower interest rates in the months ahead. As the inflation hysteria ramps up on Wall Street, bonds and Fed Funds futures (FFF) were...
Despite a hot January CPI, the long-term economic outlook supports lower interest rates in the months ahead. As the inflation hysteria ramps up on Wall Street, bonds and Fed Funds futures (FFF) were...
The digital world is rapidly expanding, driving advancements in cloud computing and artificial intelligence (AI). The rapid growth of data centers has resulted in a surging demand for energy, a...
Hang Seng Tech rallies past 20% bull market threshold, momentum strong. Tech valuations remain cheap—can the rally sustain if sentiment shifts? USD/CNH breaks key support, hinting at further...
US CPI hits 3.0% in January as Powell says the Fed has more work to do. But the US dollar is unable to sustain gains even as yields surge. Trump announces Ukraine peace talks with Putin but Gold...
The gold (XAU/USD) price rose 0.18% on Wednesday even though the US inflation figures were higher than expected, supporting the case for fewer rate cuts by the Federal Reserve (Fed) this...
Key Takeaways Annual inflation accelerated up to 3.0% in January from 2.9% in the previous reading. Shelter costs rose 0.4% in January, accounting for nearly a third of the headline...
Yesterday's CPI came in much hotter than expected, and the impacts were felt throughout the bond market and the US dollar complex. Core CPI came in at 0.4% - hotter than the 0.3% m/m estimates....
US inflation came in well ahead of expectations, prompting the market to dramatically reprice the prospect of rate cuts. Potential tariffs add upside risk to inflation in coming quarters, but there...
In recent months, Americans have felt the sting of inflation, especially at the grocery store, where prices on everything from eggs to dairy have surged to alarming levels. Among the most notable...
