ECB to cut by 25bp this week – focus is on signalling what's to come
Deutsche Bank forecasts that the European Central Bank (ECB) will lower its policy rate by 25 basis points to 2.50% on March 6, bringing the...
Tag : What039s
The Fed has a bit less ammunition: What's next for markets
Today’s CPI report was hot and that’s driven big US dollar gains and a 1% drop in S&P 500 futures. Will that move extend? I...
Fed's Goolsbee: What's happening in long-term rates is more the Treasury's purview
Goolsbee has been relentlessly hitting the news circuit lately. I think it will take longer than year-end to get to neutral level As inflation comes...
What's the takeaway from the Fed yesterday?
The FOMC meeting decision was as expected and the Fed made no new approaches to their next decision in March as well. Traders are now...
What's priced in ahead of the FOMC Minutes
The comments today from Waller indicate that he still sees inflation falling to 2%. That’s not the kind of thing you hear before a central...
What's the next step for major central banks in 2025?
Let’s dive straight into it with the first meeting date and what market players are pricing in for that. Fed: 29 January (~91% probability of...