FOMC

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…
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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…
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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…
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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…
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What will actually move the dollar this week is if we finally get concrete news of a new trade deal. But, since that is entirely unpredictable at this point, let's stick to the data. And there are plenty of reasons for the FOMC minutes and…
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The market and economists are pretty much unanimous in expecting the Fed to hold rates unchanged in the upcoming FOMC rate decision on Wednesday. That had been the forecast for quite a while. The big change, however, happened with the…
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Markets have been so overwhelmed by the tariffs issue that they have been ignoring key data recently. But if the fears around the trade war push the market beyond the fundamentals, at some point the market will have to recenter. This is why…
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The consensus among economists is that the Fed will seek to not rock the boat at this FOMC meeting. That means the results on Wednesday will likely be to keep things as is, with even little change in the rhetoric. However, at the same time…
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The main element on the economic calendar that the markets could latch on to this week is Wednesday's release of the minutes of the last FOMC Minutes meeting. There's been a lot of data released that could allow for a new interpretation of…
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