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Firms can’t absorb higher tariffs much longer Remains unclear how consumer spending will evolve Businesses still expect a solid year, other evidence indicates Fed policy …
Prior was -4.8% Factory orders ex transport +0.6% vs +0.4% prior Durable goods orders -2.8% vs -2.8% prelim Durables ex defense -2.5% vs -2.5% prelim …
Prior was 7.44m (revised to 7.36m) Job openings rate 4.3% vs 4.4% prior Hires 5.31m vs 5.27m prior Hires rate 3.3% vs 3.3% prior Total …
I think path for rates will continue to be downwards Upward risks to UK inflation come from the supply side Should not over-focus on 30-year …
The Bank of England is out with its annual report and it contains comments from MPC members Clare Lombardelli and Alan Taylor. They highlight the …
Fed needs to balance inflation and jobs goals going forward There’s a risk tariffs could cause a persistent inflation rise Expects inflation to ebb back …
We should cut at the next meeting We don’t have to cut at every meeting I’m not worried about tariff inflation but people are You …