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After April's decline, the Fed's dovish stance has markets betting on a rate cut in 2024. While a December cut seems most likely, a weaker labor market and declining inflation could push it...
It was a volatile week of trading heavily influenced by hedging flows, as noted by sharp rises and declines in implied volatility measures such as the VIX. This makes grasping the underlying message...
Last week was big for macro and markets.Today’s piece is going to cover: The Fed’s dovish announcement: a sizeable tapering of their Quantitative Tightening program; A potential upcoming...
Week Ahead 6th-10th May:MON: UK Bank Holiday; EZ Final Composite & Services PMIs (Apr), Sentix (May) Producer Prices (Mar). TUE: RBA Announcement, EIA STEO; Swiss Unemployment (Apr), German Trade...
Investor psychology is one of the most significant reasons individuals consistently fall short of their investment goals. While one of the most common truisms is that “investors buy high and...
The U.S. Bureau of Labor Statistics released the April jobs report on Friday, revealing a cooling labor market with narrower job gains across several major industries. The report showed that the U.S....
Preliminary estimates of second-quarter US GDP activity suggest output may stabilize after two straight quarters of slower growth, based on the median for a set of nowcasts compiled by...
The Fed held its policy meeting, leaving rates unchanged but slowing down quantitative tightening. Today's focus shifts to US labor data: strong figures could justify the Fed's hawkish stance of...
There is a popular meme that the government has an incentive to inflate, because the same debt is worth less in real terms at a higher price level. If inflation is high enough, then the government (it...
Josh Gilbert, Market Analyst at eToro, shares his three things to watch in Australia for the week ahead:RBA Rate DecisionAs the May 7th RBA rate decision looms, recent inflation figures from both the...
The Fed meetings seem to create more confusion than needed, but it is what is what it is. I know that even though I wrote yesterday that at 2:35 PM ET, it was possible that we saw the usual FOMC press...
Based on Fisher Investments UK’s reviews of financial and political commentary, tax rate changes receive widespread attention for their alleged impact on equities – especially recently,...
Most of the major asset classes retreated in April. The overall losses mark the worst month for global markets so far in 2024, based on a set of ETFs.The upside outliers last month were limited to...
In an op-ed for the Washington Post on November 5, 2010, Ben Bernanke did a victory lap, praising the Fed’s efforts in stemming the financial crisis. In the article, he discusses how QE and...
The S&P 500 was down about 1.6% heading into the FOMC meeting and Quarterly Refunding Announcement today. The VIX 1-Day was up 8.3 points to 18.10, which suggests much of the decline yesterday...