The Fed is Sticking to Higher for Longer
The Federal Reserve raised interest rates by 50 basis points today. It was a seventh consecutive rate hike from the Fed, four straight three-quarter point hikes. Markets moved lower in response to the...
14 Dec 202242min
All Clear? Let's Hear from the Fed
Stocks surged this morning after cooler-than-expected inflation data showed that consumer prices in November rose at the slowest 12-month pace since December 2021. The Consumer Price Index (CPI) rose ...
14 Dec 202241min
What Card Can the Fed Play Next?
On today’s Real Vision Daily Briefing, Bilal Hafeez, the CEO of MacroHive, joins Andreas Steno Larsen for a discussion on the upcoming Fed decision and what ripple effects it could have on the global ...
13 Dec 202235min
How to Position into the Fed Meeting
Stocks are relatively flat while treasury yields moved higher following an upside surprise in U.S. PPI this morning. Producer prices rose 0.3% month-over-month in November, above market forecasts of 0...
9 Dec 202242min
From Crisis to Recovery
U.S. jobless claims this morning rose to their highest level since February. Meanwhile, China’s outbound shipments plunged 8.7% year-over-year and Hong Kong stocks rose 3% as the financial hub conside...
8 Dec 202236min
Is It All Over for Energy Bulls?
Price action continues to reflect investors’ collective ambivalence about what comes next, with Wall Street warning of grim prospects for both stocks and growth in 2023. As Jason De Sena Trennert sees...
7 Dec 202233min
What’s the Matter With Big Tech?
The U.S. equity sell-off extended to a fourth straight trading session today, as the tech-heavy Nasdaq Composite again led to the downside with a 2.18% loss two hours ahead of the close. Meta Platform...
7 Dec 202235min
From the Macro to the Micro
The Institute for Supply Management’s gauge of services activity rose to 56.5 last month from 54.4 in October, surprising to the upside and stirring fresh worry the Federal Reserve will continue to er...
5 Dec 202234min
