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...
Tag: US economy
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...
The risk of a government shutdown in the United States persists
A shutdown would threaten a downgrade in the United States’ credit rating by Moody’s Investors Service, which cited political dysfunction as a growing social risk....
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...
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...
The day after tomorrow
Not long ago, the world lived in a time when money flowed freely and was inexpensive. Interest rates in the U.S. were close to zero,...