There are strong headwinds against boosting potential growth We must facilitate AI as the most likely general-purpose tech that can move the needed on growth …
Doesn’t see inflation returning to target until ‘some time in 2027’ There is a lot of uncertainty about the economy Says he moved dot to …
The March Bank of America Fund Manager Survey highlighted the big re-think ongoing over the crowded trade in Mag7 and US stocks in general. I …
HSBC warns that EUR/USD appears rich relative to rate differentials, with its recent rally driven more by speculative flows and positioning shifts than by traditional …
Pres. Trump is saying that: Will announce tariffs on autos, aluminum, and pharmaceuticals in the near future Tariffs will keep US taxes low. Won’t be …
Pres. Trump speaking at his cabinet meeting says: Companies are all coming back to the US. Investment numbers are beyond expectations. CHIPs Act was a …
The USDDJPY has raced higher helped by risk-on sentiment and higher US rates. Looking at US yields: hash Hash 2-year yield 4.028%, +8.0 basis points. …