If there’s anything analysts seem sure of right now, it’s that a stronger dollar is likely here to stay. Rising inflation and growth expectations and
Category: economy
Breaking Down Policy Shift By Country
One of the themes at the forefront of everyone’s mind (well, at the forefront but still behind “make America great again,” of course) is the
Barclays Surveys 885 Investors – Here’s What They Found
I’ve said it until I’m blue in the face (or maybe “yellow in the face” is the better way to phrase it given my recent
More Post-Fed, End Of Year Chatter
Reactions to the Fed’s “hawkish” dot plot shift are still trickling in from all over the sellside, as everyone weighs in on what spiking bond
A Look Back At The Day That Was
For those who might have missed any of Thursday’s action or for anyone who just wants a convenient refresher, here’s a look back at the
Presenting Deutsche Bank’s “Visual Guide To The Fed”
No one ever accused the Fed of producing compelling reading material. For a group of decision makers that prides itself on communication (i.e. “forward guidance”),
The Fed Can’t “Err Dovish”
For those of us who just can’t get enough when it comes to analysis of today’s Fed meeting (and likely hike) and what the FOMC
Daily Kickstart With Bloomberg & Deutsche Bank
Ok, so it’s Fed day and by all accounts you can probably just skip this one. A hike is supposedly fully priced in and it
Daily Kickstart With Bloomberg & Deutsche Bank
Happy Tuesday. Bloomberg’s Richard Breslow is out early this morning with an excellent summary of how we’re trading as we head into the new year.
Hallelujah: Market Forecasts Converge With Fed Outlook
In case you haven’t noticed by now, Trump’s election and subsequent nod to fiscal stimulus in his acceptance speech have ignited the previously illusory “reflation”
Barclays Previews FOMC Statement
Last week, I brought you Goldman’s projection for the upcoming Fed statement. Barclays is generally on the same page as everyone else, as the bank
Weekly Kickstart With Bloomberg & Deutsche Bank
Let’s start the week with a bit from Bloomberg’s Richard Breslow who documents the continuation of the reflation trade and (correctly) maps out the critical
Previewing Next Week’s FOMC Statement
Ok so Goldman has a preview (or three) out re: next week’s Fed meeting which is of course expected to yield another rate hike. I’ve
A Look Ahead To Fed Week
From Deutsche Bank’s resident weatherman Joseph LaVorgna: As we have repeatedly warned, much of the normally important economic data we receive is backward looking, because
What History Says About Presidents And Recessions
I know, I know. Everything will be “great again” come January when a flamboyant internet troll and his blondish hair piece move into the White
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