Could Overly Easy Credit and a Soaring Stock Market Threaten the Fed’s Fight Against Inflation? As the Federal Reserve kicks off its two-day meeting, stocks continue to rally, with the S&P 500 ending January with … Read more
The Federal Reserve is predicted to increase interest rates by a quarter of a percentage point and also likely indicate that it will continue to remain cautious in its efforts to combat inflation, even as … Read more
The global economy is showing signs of improvement, with economists upgrading their previously gloomy outlooks. Last week, data releases revealed a slowdown in inflation and less severe downturns in activity. This prompted Barclays to raise … Read more
It’s not what the Federal Reserve does, but what it says it could do in the future that will be most crucial when the central bank ends its two-day meeting Wednesday. The Fed is expected … Read more
The Federal Reserve is widely expected to raise interest rates by another three-quarters of a point Wednesday, and it could surprise markets by sounding even more unrelenting about tightening policy. That means the Fed would … Read more
The pain in the mortgage market is only getting worse as higher interest rates and inflation hammer American consumers. Mortgage demand fell more than 6% last week compared with the previous week, hitting the lowest … Read more
Stocks rallied strongly overnight and into the morning and started to fade as Europe closed and limped home. Higher rates were allegedly the culprit, but there seemed to be more going on than that. Not … Read more
One month ago, we cited from a stunning report by Nomura quant Solomon Tadesse, who calculated that the peak of the Fed Funds in the current tightening cycle would be just below 1.0% – or just 1 … Read more
‘A hard landing will ultimately be unavoidable by late ‘23 / early ‘24 after an aggressive series of Fed hikes over the next 18 months,’ says Deutsche Bank’s Jim Reid With U.S. households looking in … Read more
Over the past weeks, gold prices showed remarkable resilience to the relentless rise in both nominal and real interest rates. For the first time since 2020, gold prices are now reflecting slightly higher long-term inflation expectations … Read more
