Searched for:
inflation
Results: 111 to 120 of 1,000
Results: 111 to 120 of 1,000
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Intraday Market Thought: Another Bond Conundrum
by Adam Button | Jun 14, 2021 14:172) Transitory inflation...5% when inflation is running at 5% unless you strongly....year ahead, leading to an undershoot in inflation...5% when inflation is 5% but it's certainly a more-sober.. -
Intraday Market Thought: Metals vs Energy Before & After
by Ashraf Laidi | Jan 6, 2023 12:43
otherwise what's the point? And if inflation slows futher, what would you think..
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Intraday Market Thought: Unprecedented Global Macro Sequence
by Ashraf Laidi | Dec 28, 2023 14:12
cuts as a result of renewed gains in inflation...and consistent signs of renewed inflation (not one-off bounces or base effects)....if you think the probability of such inflation rebound is minimal, there is always the....sectors), the risks of recurring inflation and a bond market event remain..
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Intraday Market Thought: Inflation Question Divides Fed
by Adam Button | Aug 10, 2015 23:28final piece of the rate hike puzzle is inflation and Fed Vice-Chair Stanley Fischer said.... yet to see the typical signs of wage inflation from a tight jobs market... in September and said he will look to inflation to guide subsequent hikes... Fischer, he's reluctant to move before inflation begins to rise...that if the Fed were solely focused on inflation it would have to try and be more....Fed conference in Jackson Hole is inflation & monetary policy (rather than.. -
Intraday Market Thought: US BreakEven Inflation at 5-Year Lows
by Ashraf Laidi | Aug 20, 2015 16:00
Breakeven inflation at 5-year lows....suggest market-oriented measures of inflation, such as break-even rates, which....Unlike survey-based inflation measures, which are provided monthly,....These inflation measures have been criticized for being.... accounting for energy's impact on inflation.
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Article: Ahead of the ECB
by Ashraf Laidi | Jun 7, 2018 17:24Inflation: Eurozone inflation jumped to 1...and high oil prices will risk tipping inflation beyond the control of the hawks in.... lag: Markets are forward-looking and inflation dynamics work with a 3-6 moths lag...in the ECB's revisions for growth and inflation....Fed to raise its revisions for growth/inflation and reiterate its willingness to allow.. -
Article: US Jobs Catch up with Reality
by Ashraf Laidi | May 6, 2016 18:36
Fed's Inflation-Employment Considerations...., also known as non-acceleration inflation rate of unemployment (NAIRU), the rate.... PCE price index (Fed's preferred inflation gauge) dropping back to 1...7%, inflation may return near the Fed's 2...Other measures of inflation (driven by bond market expectations)....and (durable) signs of improved inflation and ii) prolonged tightness in labour....The aforementioned inflation/jobs dynamics are most crucial for.... in the Reserve Bank of Australia's inflation outlook.
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Intraday Market Thought: Bonds Beaten-Up, Japan CPI Next
by Adam Button | Oct 28, 2016 0:18Inflation fears flashed on Thursday in a move.... and ahead of next week's key BoE inflation report... QE risks and small signs of higher inflation were factors...If the move higher is because of inflation, it would undermine the central bank.... a long ways from any kind of runaway inflation. -
Intraday Market Thought: None Wants a Strong Currency
by Adam Button | Aug 1, 2017 23:36
're feeling better about growth and inflation but don't want a higher currency... dollar would restrain growth and inflation... is downcast commentary on wage inflation...re wrong about wages, you might have an inflation problem...strong or shifting rhetoric on the wage inflation debate just yet.
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Intraday Market Thought: Steady Global Economy
by Adam Button | Aug 7, 2017 13:52't be lost in all the confusion about inflation... lump together economic growth data and inflation...Historically, growth brings inflation and pushes interest rates higher...many of those who are overly focused on inflation are missing the growth story...Inflation and interest rates are a huge driver in..
