Federal Reserve (FED)

The major data event this week for the markets is likely to be Tuesday's release of US CPI figures. That's because the outlook for the Fed's rate policy is starting to shift. As a result, the dollar has resumed its fall, affecting most of…
Read More

Earlier this year, gold prices rose relatively quickly, scoring new record highs one after another. By the end of April, it had accumulated gains of over 30%, a feat that hadn't happened in years. But, since then, gold has failed to make…
Read More

Friday's job data was such a surprise and so crucial to the markets that it could obscure this week's major market event. Expectations around what the Fed will do in September have shifted radically. Some headlines are even asking whether…
Read More

There is a massive amount of US data coming out this week, with the most proximal events that could shake up the markets being US GDP and the FOMC rate decision. There is near-unanimous agreement in the market and among economists that the…
Read More

Headlines surrounding the Fed are focusing on inflation stemming from tariffs and the weaker job market. After all, that has been what FOMC officials have mostly commented on, and it correlates with the Fed's dual mandate. But the housing…
Read More

Earlier this year, US President Donald Trump hinted at firing Fed Chair Jerome Powell, causing turmoil in the markets. Then the President confirmed that Powell would serve out his term. But, it seems Trump hasn't given up on doing more than…
Read More

Markets are near unanimously expecting the FOMC to decide to keep rates unchanged at the end of the two day meeting on Wednesday. With there being a strong consensus for rates to stay unchanged at the meeting after that, it's the other data…
Read More

Over the last couple of days there have been some rumors of what could be a political-markets bombshell. Some media outlets have speculated that current US Treasury Secretary Scott Bessent is being considered as a candidate for Chair of the…
Read More

Wednesday's US CPI figures will be pivotal for the markets, as it's the last major data point ahead of next week's FOMC decision. The Fed is in its pre-rate decision blackout, meaning that there won't be any comment from officials to…
Read More