EU inflation is 6.1% and rate hike is mandatory. From the previously forecasted values of 3%, we have a deviation of 3% which is caused by multiple factors: Goldman Sachs also cut their US economic… more »
Fed Loretta Mester: Fed's Williams Fed's Barkin: Fed's Waller: Today CPI will be a hot reading, but FED policies are changed according to data from the Economy. If will have next month's some issues with supply… more »
FOMC Lift rates with only 0.50 % as expected 0.5% increased rates were taken by Markets with lots of optimism because Powell announced 75 BP hikes off the table for next two meetings. Sentiment was RISK-ON, instead… more »
BoA (Bank of America) Perhaps the most interesting moment at the press conference will be his response to a question about whether a 75bp hike is on the table. Barclay's: "At this week's May FOMC meeting, we… more »
Yesterday, Advanced GDP was published and we saw horrible values with -2.4% deviation from expected values. All branches of the GDB were in red. The decrease in real GDP reflected decreases in private… more »
The wall street Journal announced yesterday that Germany will drop opposition to russian oil embargo… more »
I have never seen in 20 years of investing such a confluence of fundamental factors pointing to a bear market scenario for stocks like this year. First, it was the Covid19 pandemic outbreak that disrupted the… more »
The S&P 500 is down 0.97% and the Nasdaq down 2.17%, both sliding further after the report's release of FOMC which see 0.5 hike until 4 May. Inflationary Risks have grown greatly because of Ukraine War and… more »
Another Fed Speaks Fed's Daly: We'll be able to get inflation moving down by year-end. more »
The rate hike was priced in and the market was on RISK-ON mode yesterday. Main question for the FED yesterday was, what percent will be the hike? To stop inflation 0.5% was a better idea to hike but voters don't… more »
Today ECB meeting, The tone was somber, with repeated risks on lower growth and higher inflation. Risk apetite is down 👇 because Russia-Ukraine war. Inflation forecast: Most important conclusions from Lagarde… more »
After high Inflation in US and Europe, the Covid-19 pandemic outbreak, a new event like war between two major countries affected the markets. War between Ukraine and Russia pushed this morning Gold over 2000$, Oil… more »
Decision on partial troop withdrawal has been taken added some optimism on markets (SP500 +1,58% NDQ +2,58) but we still have questions about inflation and growth Oil & gold come back to previous levels. more »
Yesterday was a special day for trading markets because of rising in CPI. Stocks were up with over 2% percent at the start of the US session but reversed sharply with over 5%. Inflation surprised markets expectations… more »
After the meeting between Putin and Macron, the markets have regained some losses from the first month of the year. Macron: "Putin told me that he would not be behind any escalation in Ukraine". Instead, the meeting… more »
The ADP job data surprised to the downside this month: - 301K versus +200K estimate. All economic branches were down this month: The fell was the largest since April 2020 because Omicron outbreak, according to FED… more »
No surprise yesterday Fed leaves rates unchanged, as expected. Bank of Canada also holds rates at 0.25%. Stocks have no major Impact on Fed rate decisions. Before the news SPX500 growth was 2%, but… more »
Bank of America Research announce another rally for USD after today FOMC policy meeting. "The Fed will announce the last round of asset purchases at the Jan FOMC meeting, and we see risk for a further hawkish… more »
