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...
Tag: FED
The Treasury Market’s Ticking Time Bomb: a Systematic Risk in 2025
As US debt balloons to unprecedented levels, the allure of being a Treasury market gatekeeper is rapidly fading, leaving some wondering whether the pipes 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...
Emerging Markets at risk in 2025
Developing nations are entering 2025 with the unenviable task of juggling soaring interest payments on a staggering $29 trillion in accumulated debt, much of it...
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%...
Emerging Markets Face the Heat: Trump’s Tariffs, Dollar Strength, and Bond Woes
The outlook for emerging market bonds denominated in local currencies is deteriorating as investors abandon hopes of rate cuts, brace for a potential trade war,...
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...
Powell cut interest rates by 25 bps, navigating the Trump Second Term
As Jerome Powell faces the aftermath of Donald Trump’s re-election, the Federal Reserve is under new scrutiny. Powell’s timing on interest rate changes has been...
Fed’s Premature Rate Cuts Face Reality Check Amid Stubborn Inflation
The U.S. Federal Reserve’s preferred inflation measure has seen its steepest monthly increase since April, adding an ironic twist to the recent optimism surrounding potential...