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The US Economy looks resilient despite the high rates
Read Time: 2 minutes Here is why the Fed hiked rates above 5% and yet the US economy doesn’t […]
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Fed’s Move: An end of the cycle?
Read Time: 2 minutes The Fed just made a move which could mark the end of the cycle. Yesterday, […]
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Can the US handle high rates for longer?
Read Time: 3 minutes One of the most important macro charts in the world. It shows the tight relationship […]
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FX market on intervention watch
Read Time: 2 minutes USD Dominance & Japan’s Worries European Inflation Concerns Additional Market Observations
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Does the Fed print money?
Read Time: 4 minutes No, it doesn’t. Instead, it creates something called bank reserves. But are bank reserves money? […]
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FOMC: What are the possible scenarios?
Read Time: < 1 minute Tomorrow’s FOMC rate decision isn’t expected (according to Fed Fund futures) to end with a […]
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March FOMC Shouldn’t Be A Game Changer
Read Time: 5 minutes While the March FOMC meeting may spark some intra-day, or intra-week, volatility for the financial […]
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US Budget Deficit Raises Concerns of Inflation Despite Fed Tightening
Read Time: 3 minutes We saw yesterday the proposal of the Biden administration for the 2025 budget. The projected […]
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DXY: A range bound motion
Read Time: 2 minutes So far in 2024, DXY continues to trade in boxes. The reasons are pretty much the same […]
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Navigating Economic Waters: Fed’s Balancing Act Unveiled
Read Time: 3 minutes FOMC Minutes Preview: Balance Sheet Guidance in Focus The minutes from the Federal Open Market […]
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Trump’s odds of winning the elections are moving up
Read Time: 2 minutes The chart shows how until 2016 US politicians applied fiscal policy in a counter-cyclical fashion. […]
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China’s visible US holdings relative to its reserves
Read Time: 5 minutes China’s most visible US holdings (the Treasuries held with US custodians) ticked up in the […]
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Pay Attention to liquidity!
Read Time: 2 minutes UNEXPECTED LIQUIDITY IN FINANCIAL SYSTEM Despite the Federal Reserve’s efforts in Quantitative Tightening (QT), there […]
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Bond Markets and its signals
Read Time: 3 minutes What’s the bond market signalling? The most simplistic approach is to simply look at market-implied […]
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A macro insight – about the interest rates!
Read Time: 2 minutes In the macroeconomic landscape, the Federal Reserve (the Fed) has been swiftly increasing the Fed […]
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USD loses ground as the labour market cools
Read Time: 2 minutes The US non-farm payrolls report for October indicated a noticeable decrease in labor demand, primarily […]
