All eyes are on today’s Nonfarm Payrolls publication which is hoped to shed more light on U.S. policy going forward. U.S. equities tumbled as a report showing better-than-anticipated hiring in the private sector increased expectations that the Fed will keep raising interest rates to tamp down inflation.
January 6, 2023
2071
The major risk for the US economy and the path of Fed normalization would be a continued rise in wage growth pushing inflation pressures higher and corporate profitability lower.
March 31, 2022
2175
Mortgage rates have been exceptionally volatile in recent weeks, given the profound uncertainties both with respect to the geopolitical situation and monetary policy.
March 18, 2022
2545
No matter what they say about Fed’s intentions to quickly raise interest rates in order to beat inflation, the continuing commodities’ price upsurge strongly suggests formation of an apparent cyclical trend.
February 7, 2022
2450
When it comes to Friday’s Fed’s hawkish rhetoric, markets will suffer, but the most exposed of them to this kind of environment are the GEMs, global emerging markets.
January 28, 2022
2358
Dow Jones U.S. Banks Index (DJUSBK) has been underperforming, losing nearly 3% over the last month. 1H 2021 earnings season kick-started yesterday with JP Morgan Chase and Goldman Sachs numbers broadcasted.
July 14, 2021
2743
August 4, 2021
3373
August 6, 2021
3355
July 2, 2021
3311
