Searched for:
inflation
Results: 21 to 30 of 1,000
Results: 21 to 30 of 1,000
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Intraday Market Thought: Fed Fight Begins
by Adam Button | May 13, 2021 13:25The 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
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.
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Intraday Market Thought: Macklem vs Powell vs Orr
by Adam Button | Jul 14, 2021 14:17Powell'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
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.
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Intraday Market Thought: From Inflation to Slowdown
by Ashraf Laidi | Jun 30, 2022 17:10
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..
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Intraday Market Thought: 3 Faces of $2000 Gold
by Ashraf Laidi | Mar 24, 2023 16:38
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)..
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Intraday Market Thought: Usual CPI Playbook?
by Adam Button | Jun 10, 2021 13:16a 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. -
Intraday Market Thought: Video on Fed's Latest Pivot & Chapter Sections
by Ashraf Laidi | May 20, 2021 18:14
Fed pivots towards employment away from inflation, most will say a post-taper USD rally..
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Intraday Market Thought: Reflation Goes off the Rails
by Adam Button | Jun 18, 2021 20:30
, that was upended and so were bets on inflation in a sharp move lower in commodities...market sees declining chances of an inflation overshoot and a consistent return to +2%....They fought hard for credibility on an inflation overshoot but have squandered it... have a clearer idea on whether or not inflation is transitory or not.
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Intraday Market Thought: New Premium Trade & Pressure Lifts on the Fed
by Adam Button | Jul 28, 2021 18:40
Inflation worries, however, have eased, albeit....Fed's media blackout, with easing inflation concerns?....to acknowledge risks around covid and inflation while emphasizing that the Fed is in no....The risk is that Powell frets about inflation or puts a taper back on the table.
