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: monetary policy
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 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...
Trump’s Foolhardy Dollar Crusade
President-elect Donald Trump has once again shown his knack for turning complex global financial systems into personal political games. This time, he declared war on...
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...