Federal Reserve (FED)

US August NFP: The 50bps Rate Cut Question Friday's US Non-Farm Payroll figures come out at a crucial moment for the markets. Traditionally, September is a bad month for risk appetite, and already the start has shown an inclination for the…
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August was the most volatile month in the markets in four years, which is significant, because the pandemic-induced crash happened back then. Stock rotation affected stock markets around the world affected, with Japan having the most…
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NAS 100 begins sliding The Tech stocks hit a barrier as all three major American indices witnessed a pullback. With Nvidia surging more than 150% so far this year, many investors are worrying how much more room there is for the stock to…
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After the shock to the market at the start of the month, investors have become a lot more focused on the economy,  particularly on Global PMI Data. There are an array of indicators that economic growth is headed for a slowdown. That isn't…
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The market is universally agreed that there will be a rate cut when the Fed meets next September 17-18th. The debate is centered around how much the Fed will cut, either at this meeting or the next. But that could get shaken up considerably…
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Eurozone CPI: Confirming the Rate Cut? At its last meeting, the ECB kept rates unchanged, but left the door wide open for a potential rate cut when it meets again in September. Since then, data has generally been cooler than expected,…
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In a somewhat unusual situation, the central bank and markets are at odds with each other in Australia, particularly about the Australia CPI data. The wild shifts in inflation and rates over the last couple of years has made the occurrence…
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How Much Did Powell's Speech Move the Needle? Fed Chair Jerome Powell did what he was widely expected to do last Friday: Announce that "the time has come" for the Fed to pivot towards easing. As in the past, the meeting at Jackson Hole…
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