Last week’s US CPI data decelerated at the headline level, providing some…
Economic reality could be catching up with market sentiment, with several Fed officials firmly stating that inflation…
Following on from last week’s second consecutive negative US GDP print and the Fed meeting, the focus on economic data is…
This week sees the Fed meeting and a raft of key economic data, ranging from US Q2 GDP (‘wen recession, ser?’) and durable…
Data last week, especially June retail sales and CPI, were indicative of healthy demand and elevated inflation, but the…
Bulls on parade
Friday’s market reaction to strong labour-market data was interesting for a few…
Global markets have shifted their attention from inflation- to recession-risks, so this week’s economic data could prove…
Bye bye “soft landing”
The SNB was the biggest story of last week — a tightening nobody anticipated and the potential selling of its substantial…
When doves die
A 50bps hike is priced in for Wednesday’s FOMC meeting. Friday’s May CPI print…
