Weekly Market Recap: The Market Is Calling The Fed’s Bluff
“Don’t fight the Fed” This has been gospel for investors since 2009. And the strategy has paid handsomely. Which is why it’s peculiar now that the...
Fed Readies Largest Rate Hikes Since Volcker: Decision-Day Guide
(Bloomberg) — Sign up for the New Economy Daily newsletter, follow us @economics and subscribe to our podcast. Most Read from Bloomberg Federal Reserve Chair...
The Fed’s hard landing for the economy begins today
This article first appeared in the Morning Brief. Get the Morning Brief sent directly to your inbox every Monday to Friday by 6:30 a.m. ET....
The Fed Will Cut Rates Next Year, Says BofA: MW
BofA reckons that ending QT in September 2023 will result in at least $1 trillion less of Fed balance sheet reduction compared with an earlier...
Yellen will do her best at spinning the Q2 GDP report on Thursday
The Treasury just announced that Janet Yellen will be hosting a press conference on the economy on Thursday. That should be seen as a giveaway...
A $9.4 Trillion Results Day Looms in a Test for Stock Market
(Bloomberg) — For analysts, the last Thursday of July is always one of the busiest dates in the calendar. This year, it’s likely to be...
fund managers play the long game on inflation
By Yoruk Bahceli and Sujata Rao AMSTERDAM/LONDON (Reuters) – Not convinced by central banks’ pledge to stamp on inflation, many investors are on the hunt...
Central Banks to Blame for Inflation, Former RBNZ Chief Says
(Bloomberg) — Sign up for the New Economy Daily newsletter, follow us @economics and subscribe to our podcast. Most Read from Bloomberg Central banks are...
Inflation or Recession, Which Concern Is Driving The Market?
In the Trolley Car Problem – The Fed’s Predicament, we laid out how the Fed may likely choose to fight inflation at the expense of...
China’s property sales set for a worse plunge than in 2008, S&P says
Most apartments in China are sold before developers finish building them. Pictured here on June 18, 2022, are people selecting apartments at a development in...