USA – Page 6 – GLOBAL MACRO INSIGHTS

The Fed still anticipates that interest rates will remain high for some time

Policymakers agreed last month that it would be appropriate to maintain a restrictive stance “for some time” while acknowledging that they were likely at the...

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...

Oil in 2024

Despite constant bearish talk about energy demand, global oil consumption increased by 2.3 million barrels per day in 2023. The final stage of the post-Covid-19...

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 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....

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...

Comprendre le conflit Ukrainien

L’objectif de cet ouvrage court par volonté, n’est pas de porter un jugement sur les protagonistes du drame qui se joue aujourd’hui à quelques centaines...

GLOBAL MACRO INSIGHTS

Tag: USA