
The Soft Landing Narrative Is a Trap (!)
All three major U.S. equity indices are poised to clock in losses this week as investors brace for the latest CPI print due next Tuesday. So, are investors starting to think talk of a soft landing is ...
11 Helmi 202335min

Is This Rally Just a Blip?
U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January CPI print. Despite the late selloff in stocks, a wee...
9 Helmi 202337min

Inflation Is the Solution
Federal Reserve board members continue to call for more rate hikes, a day after chairman Jay Powell reaffirmed the central bank’s commitment to higher interest rates. Markets are eager to be free of t...
8 Helmi 202343min

Powell Reasserts “Tighter for Longer”
In today’s session at the Economic Club of Washington, chairman Jay Powell said the ‘disinflationary process’ had begun, but the Fed will likely need to continue raising interest rates to bring inflat...
7 Helmi 202334min

Uncertainty Has a Grip on Markets
U.S. equities are flat-to-down and yields are pushing higher as many investors reconsider how the Fed may be forced to act following Friday’s strong jobs data. With uncertainty abound, Mike Alfred, ma...
6 Helmi 202336min

New Dollar Liquidity Set to Make a Splash in Markets?
When the U.S. breaches its debt limit, the Treasury will be forced to inject new liquidity into financial markets using various accounting gimmicks. Andreas shares how this extra cash flow could affec...
6 Helmi 202321min

U.S. Jobs Report Flexes on Markets
Today’s jobs report packed a serious punch, showing that 517,000 new jobs were added in the U.S. in January — far above median estimates — and bringing unemployment down to a 54-year low of 3.4%. Equi...
4 Helmi 202336min

Is This the Beginning of a New Bull Market?
U.S. equities continue to see broad gains in intraday trading after yesterday’s conference with Federal Reserve Chair Jay Powell, who announced a 25-basis point rate hike. Today, both the European Cen...
2 Helmi 202338min





















