Economy

1. The Global Effect of Balancing US Inflation On Wednesday, the Federal Reserve governors for another 25 bp rate cut (0.25%). Usually,…
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The good news is that the engine of growth for the US economy is the private sector. But the government’s share of isn’t trivial, which…
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There are several reasons for adopting a cautious near-term outlook for markets, and reflation risk is arguably at the top of the list.…
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In our last note, we highlighted that most major economies were ending 2024 in a “Goldilocks” zone – not too hot (inflation…
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The market is confident that a 25-basis-points reduction in is a done-deal for today’s policy announcement, based on Fed funds futures.…
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The Federal Reserve's December FOMC meeting is set to be a pivotal moment for markets. While a 25bps rate cut is a foregone conclusion,…
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Several updated nowcasts for US economic activity in the fourth quarter have been revised sharply higher recently, but the median…
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