Inflation

It's becoming a theme this year that the NFP does not match up with forecasts. The thing is, eventually analysts are going to have to get it right, right? But even now, with many economists anticipating a higher rate of job creation…
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Later today we could have some market fluctuations. This can be attributed to a host of key economic data coming out in the US, just as American traders are getting to their desks. One of the potential outcomes is a reversal in the…
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Of all the large central banks, the BOE was generally expected to be the first to start policy "normalization". However, after inflation came in higher than anticipated last month, the BOE is now in an uncomfortable position. Despite…
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As we close out Q2, there have been a lot of concerns with inflation and whether it is running hot. Are traders more concerned about Fed tapering, or about the actual expectations of inflation itself? Join David and Daniel as they…
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SPX 500 rises as inflation seems transitory The S&P 500 broke to a new high as investors make sense of hotter-than-expected inflation. A closer look at consumer prices reveals that the surge comes mainly from commodities and…
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The economic situation in Europe has improved since the last ECB meeting. But that doesn't necessarily mean that there will even be talk of a change in policy. Policy outlook had been on hold since regulators and the market were…
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Since the end of March, the dollar index has been trending downwards. We can attribute a lot of this to increasing concerns about inflation, as the Biden Administration announced successive spending plans and the economy recovered. At…
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The Biden administration has or is planning to get approval for spending a total of $6.0T in additional spending this year. This is on top of the regular budget. It also comes after around $9.7T of monetary expansion under the last year…
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