Disinflation process in underway. Some slack opened up in the labour market. Risks to UK productivity are to the downside. FX rates could be disinflationary …
Inflation persistence indicators are still too high Slightly worried that medium-term inflation expectations are starting to tick up The BOE might have managed to cut …
There was already the opening gap higher from early today as Trump floated “a very good” meeting with China over the weekend. S&P 500 futures …
“DRUG PRICES TO BE CUT BY 59%, PLUS! Gasoline, Energy, Groceries, and all other costs, DOWN. NO INFLATION!!! LOVE, DJT” He still won’t get the …
The US Dollar has been taking it on the chin for a few months now and eventually it became one of the most crowded trades. …
One of the main Trump’s goals has been bringing long term interest rates down. The focus was on reducing the deficit because it impacted the …
Here’s a graphical depiction of the S&P 500 and Trump’s statements about buying stocks in the last few weeks: And now, markets are rallying further …