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Economy
The CPI Math Driving Inflation Works 2 Ways
Simple math suggests that tomorrow’s for May will likely continue to show high inflation. To compute CPI, the BLS measures during the…
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Federal Reserve Board – Federal Reserve Board announces that results from its annual bank…
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EUR/USD, Oil Forecast: 2 Trades to Watch
edges higher ahead of Thursday’s ECB rate decision. Oil prices ease as Middle East tensions cool, but supply risks remain.EUR/USD Edges…
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Fed Chair Warsh Faces a Tough Test
New Fed Chairs are often tested early in their terms. For instance, two years after Bernanke took over the Fed, the Financial Crisis…
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Is a Prolonged Middle East Conflict Becoming the Base Case?
Starting a war is easy; ending one is hard. That simple calculus is increasingly resonating in financial markets as the backlash from the…
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Tech and FX: Short-Term Volatility May Cloud Long-Term Trend
Hyperscalers Well Into The Investment Cycle
Source: Refinitiv
Our fundamental outlook on the semiconductor sector remains positive.…
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Week in Focus: US CPI, OPEC, BoC, ECB, UK GDP and China Inflation
SUN: OPEC/JMMC Meeting (Jun)
MON: Japanese GDP (Q1), German Factory Orders (Apr), US Consumer Inflation Expectations
TUE: EIA STEO (Jun),…
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Tech Correction Accelerates as Semiconductors Lead the Pullback
Tech correction accelerates, with semiconductors down 4.8%. On the heels of yesterday’s whipsaw in the market, where opening losses were…
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Labor Gains and Higher Treasury Yields Push Fed Rate Cuts Later Into the Year
Due to resurging in the past three months, plus higher in the wake of the May payroll report, any Fed key cut will likely be postponed…
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Speech by Governor Barr on supervision and regulation
Thank you for the opportunity to speak to you.1 The U.S. economy relies on…
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