GLOBAL MACRO INSIGHTS

Inflation Softens, But the Fed Isn’t Ready to Cheer Just Yet

In a rare moment of moderation, US consumer prices rose less than expected in December, providing much-needed relief after months of stubborn inflation. This development...

FED minutes: Inflation’s Grip and Trump’s Shadow

In a display of cautious deliberation—or perhaps just elegant procrastination—Federal Reserve officials decided in December to ease up on the throttle of rate cuts, citing...

Trump’s Fed Takeover: A Recipe for Chaos

President-elect Donald Trump’s advisers are busy scheming how to reshape the Federal Reserve’s leadership, reportedly eyeing Fed Governor Michelle Bowman for the vice-chair role overseeing...

Is the FED lost the compass?

In the intricate ballet of central bank policy, clarity in communication is paramount. The better the Federal Reserve’s messaging, the more accurately market participants can...

Interest rates in US, what to expect in 2025

It wasn’t the modest quarter-point rate cut in December that sent shockwaves through the markets; the Federal Reserve’s updated projections for 2025 raised eyebrows.The Fed...

Who understands the ECB?

The European Central Bank (ECB) has once again trimmed interest rates—its third cut in as many meetings—while giving markets a fresh dose of ambiguity. With...

The ECB’s Unclear Stance Is Becoming an Issue

As Eurozone inflation edges above the European Central Bank’s (ECB) sacred 2% target, one might expect a resolute response. Instead, the ECB appears caught in...

The Fed’s Inflation Dilemma

The Federal Reserve’s preferred measure of core inflation, the Personal Consumption Expenditures (PCE) price index, stubbornly rose again in October, growing 2.8% year-on-year and 0.3%...

Trump vs. Powell: A Brewing Showdown That Could Shake America’s Economy

Trump has been openly critical of Powell, the man he appointed in 2018. Nevertheless, in his first post-election press conference, Powell asserted that Trump lacks...