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Tag: USA

The Fed’s Balancing Act: From Soft Landing to No Landing?

  • J-P. Pizzini
  • October 7, 2024
  • MARKETS
The “no landing” scenario – where the US economy keeps growing, inflation creeps back, and the Federal Reserve finds itself with no room to cut...
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Powell’s Slow Dismantling of Rate Hikes: A Measured Stroll Through Economic Uncertainty

  • J-P. Pizzini
  • October 2, 2024
  • MARKETS
With the fading echoes of the global inflation shock now receding, the trend towards lower borrowing costs seems poised to gain momentum as economies face...
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Powell’s Half-Point Cut: A Steeper Yield Curve or Just Another False Alarm?

  • J-P. Pizzini
  • September 23, 2024
  • MARKETS
Jerome Powell has breathed fresh life into one of bond traders’ time-honoured strategies. The much-anticipated Fed rate cut on Wednesday didn’t cause much of a...
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Powell’s Bold Gambit: The Art of Mistiming

  • J-P. Pizzini
  • September 20, 2024
  • MARKETS
Jerome Powell gave Wall Street exactly what it had been yearning for—a hefty rate cut to justify this year’s rally in stocks and bonds, signalling...
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US: inflation Bites Back

  • J-P. Pizzini
  • September 12, 2024
  • MARKETS
So, U.S. inflation decided to put on a show in August, thanks to soaring housing and travel costs. This makes it much harder for the...
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Fed Dreams of Rate Cuts Dashed: Inflation Refuses to Play Nice

  • J-P. Pizzini
  • September 11, 2024
  • MARKETS
Core inflation in the US unexpectedly picked up in August, thanks to rising housing and travel costs. This dampened hopes for a significant rate cut...
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Fed’s Rate Cut Dilemma: Too Little, Too Late, or Just Right?

  • J-P. Pizzini
  • September 9, 2024
  • MARKETS
The European Central Bank is poised to cut interest rates again this Thursday, setting the stage for the Federal Reserve to follow suit next week...
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Reshuffle: Ukraine’s Government Shake-up Amidst War

  • J-P. Pizzini
  • September 5, 2024
  • UKRAINE & RUSSIA
Ukraine’s Foreign Minister has become the latest to resign as President Volodymyr Zelensky carries out the most radical government reshuffle since the war with Russia...
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Investors are overestimating appetite for FED to cut interest rates

  • J-P. Pizzini
  • September 4, 2024
  • MARKETS
The following weeks promise to be volatile. Bond prices have surged on expectations that the Federal Reserve will soon begin slashing interest rates to stave...
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