Short-term maturities will benefit from the Fed’s easing in 2024
Money market fund holders have a new reason to turn to short-term bonds. The best way to play the Federal Reserve’s pivot towards monetary easing...
Tag: monetary policy
Is the Fed right to lean towards investor optimism?
The Federal Reserve now believes it can have the best of both worlds: contain excessive inflation without pushing the economy into a recession. Powell surprised...
Who is right: the market or the FED?
Long-term Treasury bond options show that the outstanding open positions predicting a bond rally and lower interest rates are 2.5 times larger than those protecting...
The U.S. inflation and the market euphoria
The core Consumer Price Index, which excludes the costs of food and energy, increased by 0.2% compared to September. The overall indicator remained stagnant, held...
What scenario for interest rates in 2024?
The market has once again become hopeful. The Fed has completed its job, and we can now contemplate a rate cut in 2024 and, more...
The Fed: Towards the End of the Rate Hike Cycle
The Fed has maintained its benchmark interest rate of 5.25% to 5.50% for a second consecutive meeting. The policy statement acknowledges the recent strength in...
The ECB takes a break
The European Central Bank has left interest rates unchanged for the first time in over a year after raising the deposit rate to a record...
A Credit Market Under Pressure
Last March, the rise in bond yields had shaken the American banking system, sending three regional banks into turmoil. A massive fire sale and a...
High inflation for a long time
The most crucial question investors will have to consider in the coming years is undoubtedly the following: will inflation prove to be “transitory,” as the...