US interest rates, back to the realities
The Fed’s view that the recent high inflation figures were transitory must now be reassessed. After a third consecutive month of price increases and the...
Tag: interest rates
The persistent American inflation postpones rate cuts
The United States has experienced a higher-than-expected inflation rate for the third consecutive month, primarily driven by increased rents and transportation costs. The core consumer...
Monetary policy divergences: towards a significant asset allocation shift
The European Central Bank insists that it will independently decide on the course of its monetary policy compared to the Fed. In this case, this...
Probabilities of a rate cut in June drop
Last week, the amount of Fed rate cuts priced into swap contracts for this year fell to less than 65 basis points, below the Fed’s...
FED leaves rates unchanged and remains vague about the future
Interpreting the Fed’s decision is more complicated than what the market wanted to take away. The good news is that Fed officials maintained their forecast...
Unstoppable Dollar
Central banks’ likely readiness to embark on the most synchronized interest rate cuts since 2008 is likely to support the dollar in 2024. Despite early-year...
BOJ opens a new era
The Bank of Japan has ended the most aggressive monetary stimulus program in modern history, removing the last negative interest rate in the world and...
NYCB, the Fall of a Regional Bank
The lender known for catering to the needs of New York homeowners is in significant trouble. Last week, NYCB revealed major weaknesses in its ability...
Toward a Real Estate Crash in Germany?
Fears about US commercial real estate have shaken German banks this month, but their message was clear: Don’t worry; most of our real estate exposure...