Headlines: US futures keep higher on hopes of end to government shutdown Fed’s Daly says need to keep an open mind about further rate cuts …
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Headlines: US futures keep higher on hopes of end to government shutdown Fed’s Daly says need to keep an open mind about further rate cuts …
Rate cuts by year-end Fed: 16 bps (65% probability of rate cut at the upcoming meeting) 2026: 82 bps ECB: 1 bps (96% probability of …
Restrictive policy is putting downward pressure on inflation Tariffs effects are largely confined to goods Inflation expectations still relatively well anchored She’s clearly erring on …
Fundamental Overview The USD has weakened pretty much across the board last week despite a strong US ADP and ISM Services PMI. As mentioned previously, …
The risk mood is staying buoyed in European trading and is set to carry over to US trading later as well. The big news since …
Fed needs to guard against inflation risks But should not ignore possibility of productivity boom and faster non-inflationary growth Tariff-driven price increases not spilling over …