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: USA
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...
The Fed will take a pragmatic and data-dependent approach
Rates rose in 2022 and 2023 at the fastest pace in four decades as the central bank sought to contain inflation. Today, as price pressures...
And if the Fed doesn’t cut rates
The only question on investors’ minds today is how soon the Fed will begin cutting interest rates and by how much.After a strong jobs report,...
Divergence in monetary policy ahead
As national factors take precedence over global trends, divergences emerge among the monetary policies of major economies. Pioneering inflation targeting in the early 1990s, New...
Resilience of the US Economy Dampens Rate Cut Expectations
US 10-year yields rose by five basis points in Asia after surging by 14 basis points on Friday following the US employment data. Federal Reserve...
Commercial Real Estate, a Significant Risk for US Regional Banks
New York Community Bancorp’s decisions to reduce dividends and build reserves sent its stocks tumbling by a record 38%, causing the KBW regional bank index...
The Fed Keeps Rates Steady and Warns Against a March Cut
The Federal Reserve kept interest rates unchanged for a fourth consecutive meeting. The decision to leave the target range for the federal funds rate unchanged...