Searched for: inflation
Results: 11 to 20 of 1,000
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  • Intraday Market Thought: Yen Back on The Defensive

    by Adam Button | Apr 30, 2021 13:05
    Yen Back on The Defensive Chart , with core PCE (Fed's favourite inflation gauge) expected at 1...The other driver will be inflation and the eventual tapers from major....this week has taken the focus of inflation for a moment but that won't last....Headline inflation is expected up 2...dismissed a 'transient' rise in inflation this year and said it won't meet..

  • Intraday Market Thought: A Turn or a Hiccup?

    by Adam Button | Jun 21, 2021 14:55
    A Turn or a Hiccup? Chart Fed needs to be ready to taper and that inflation data has been more intense than....He said that strong inflation of 2...are declaring the current round of high inflation as the overshoot that the Fed wanted.... Fed hawks haven't abandoned 2022 inflation as that period...the market will fall back on looking at inflation and prices rising as high as Bullard is..

  • Intraday Market Thought: PCE Cools the Inflation Narrative

    by Adam Button | Jun 28, 2021 14:41
    A series of inflation surprises left the market on edge ahead....PCE core inflation rose 3...reading but there's a limit to how many inflation surprises the Fed will tolerate... single-most sensitive asset class to inflation and the Fed...52% the message about transitory inflation is clear but it will be tested..

  • Intraday Market Thought: Fed Fight Begins

    by Adam Button | May 13, 2021 13:25
    The heavyweight battle between inflation and a temporary blip in prices truly....battle between those seeing problematic inflation and those – particularly the Fed....Think of the past few months of inflation talk as pre-fight hype but the bell....9% m/m rise in core inflation was the highest in 39 years... to act in the face of problematic inflation... also highlighted the important role of inflation expectations in his decision-making... Macklem widen the rift by highlighting inflation risks.

  • Intraday Market Thought: Inflation Upends Central Scenario

    by Adam Button | Apr 30, 2019 10:30
    Inflation Upends Central Scenario Chart An emerging theme of disappointing inflation readings is something to keep a close....in central banking is undershooting inflation while repeatedly overestimating....with rare manifestations of higher inflation only due to FX weakness or commodity....In Monday's US PCE report, core inflation was 1...The inflation numbers were also soft in Friday's....Europe is also struggling with low inflation and another round of data is coming up....That's dragged inflation expectations lower and leaves them.... be to allow or engineer above-target inflation for a period... adjusts to the latest slowdown in inflation.

  • Intraday Market Thought: Macklem vs Powell vs Orr

    by Adam Button | Jul 14, 2021 14:17
    Powell's prepared speech indicated inflation is well below the level requiring....Rent inflation has risen in consecutive months in what.... the recent gains or pricing in higher inflation...Also keep a close eye on forecasts as inflation is likely to move higher and confidence....Powell, the main message of transitory inflation is unlikely to change but he may offer..

  • Intraday Market Thought: Fed Hastens, BoE Hikes, ECB Balks

    by Ashraf Laidi | Dec 16, 2021 17:41
    Fed Hastens, BoE Hikes, ECB Balks Chart is due to the taxing nature of inflation on consumer demand...As opposed to demand-driven inflation, which lift up prices thanks to....Even if some of the inflation ends up remaining (sticking), the US....'s attempt to not be left in the inflation curve... a ceremonious step to acknowledge inflation.

  • Intraday Market Thought: From Inflation to Slowdown

    by Ashraf Laidi | Jun 30, 2022 17:10
    From Inflation to Slowdown Chart of moving growth worries nearer to inflation fears—at least in the eyes of the....Fed officials reiterated how inflation remains the top priority, while....the broadening pullback in bond yields, inflation expectations and gasoline prices... OPEC output hike) is helping to guide inflation expectations lower...of the downward trend of inflation expectations may temporarily weigh on..

  • Intraday Market Thought: 3 Faces of $2000 Gold

    by Ashraf Laidi | Mar 24, 2023 16:38
    3 Faces of $2000 Gold Chart of 2020, which gradually elevated inflation and later commodities, the outright.... down its tightening campaign even as inflation remained 3x the Fed's target...failure in history as well as ongoing inflation force the inevitable conclusion:....And if that keeps inflation above 3...rate is now above Fed's preferred inflation gauge (Core PCE)..

  • Intraday Market Thought: Usual CPI Playbook?

    by Adam Button | Jun 10, 2021 13:16
    a market that less fearful of higher inflation, even with the US CPI report coming up... would mean a lower deficit and less inflation-fueling growth...Don't forget the playbook from recent inflation numbers though.
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