Searched for: inflation
Results: 21 to 30 of 1,000
  • 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.
  • Intraday Market Thought: Video on Fed's Latest Pivot & Chapter Sections

    by Ashraf Laidi | May 20, 2021 18:14
    Video on Fed's Latest Pivot & Chapter Sections Chart Fed pivots towards employment away from inflation, most will say a post-taper USD rally..
  • Intraday Market Thought: Reflation Goes off the Rails

    by Adam Button | Jun 18, 2021 20:30
    Reflation Goes off the Rails Chart , 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.
  • Intraday Market Thought: New Premium Trade & Pressure Lifts on the Fed

    by Adam Button | Jul 28, 2021 18:40
    New Premium Trade & Pressure Lifts on the Fed Chart 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.
  • Intraday Market Thought: Cyclicals, Inflation Hedges & Cardano

    by Adam Button | Aug 13, 2021 11:25
    Cyclicals, Inflation Hedges & Cardano Chart appears to be based on the belief that inflation is cresting and delta will be cresting....Both the inflation and covid puzzles will take months to....5% inflation or when those levels will be reached... the larger market mover may again be inflation.