Trader: I Don’t Know If The Fed Will Skip This Hike Or Not, But…
“It’s been a long time since the outcome of a Fed meeting hasn’t been a foregone conclusion.”
Category: inflation
Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility
You don’t know what you’ve got ’til it’s gone.
‘Peak Profits’: Revisiting The Three-Headed Margin Cerberus
Who’s concerned about margin pressure? Presumably everyone…
Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print
This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.
CPI Mercifully Misses Estimates, Now Let’s See If The Dip Buyers Show Up
Phew. Will this be enough to allay fears?
Enter The Dragon: Full Week Ahead Preview
Here comes China.
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now.
Nomura’s McElligott: ‘Market’s Skepticism On Higher Inflation Is A Mispriced Risk’
“This could further escalate the rates selloff in unruly fashion”.
Now Hiring: Full Week Ahead Preview
Another week, another litmus test…