• SEARCH RESULTS FOR KEYWORDS "rates hike"
08/03/2023, 11:22

Two cheers for lower inflation

News that the NY Fed’s widely-followed measure of global supply chain pressure returned to ‘normal’ levels for the first time in two-and-a-half years might offer...

by Admin
31/01/2023, 11:14

Rate hike rush

FED, ECB and Bank of England will all probably hike policy rates this week, but not necessarily by the same amounts.

by Admin
10/01/2023, 11:07

Some thoughts on inflation

Over the holiday period there’s been an interesting debate about inflation stirred by former IMF chief economist, Olivier Blanchard.

by Admin
30/11/2022, 11:09

Rebalancing consumption and investment

There will be a sufficient and long-term rebalancing of consumption and investment that facilitates the necessary supply-side improvements that extinguish inflation...

by Admin
23/11/2022, 11:09

What hinders the FED from raising rates?

There has been much written about how the strength of the US labour market could prove a headwind to lower inflation and hence a headwind to lower policy rates from the...

by Admin
03/11/2022, 11:03

Some signs of a turn for the US dollar

There have been some tentative signs of a turn for the dollar as hopes of less aggressive monetary tightening begin to rise and asset prices, such as stocks, make a...

by Admin
12/10/2022, 11:02

The two main alternatives for FED

It seems widely assumed that the Federal Reserve will take policy rates up to a certain level, hold them there through 2023 and early 2024 and then start to cut.

by Admin
15/09/2022, 11:04

When will the FED stop hiking rates?

The FED may continue to raise rates in the current and some following months due to inflationary pressure before cutting back by the end of 2023.

by Admin
12/09/2022, 11:05

More pain for US economy

FED Chair Powell says that the US will experience “pain” in reducing inflation to target.

by Admin
18/08/2022, 11:39

Will FED go harder with its rate hikes?

We’re hearing the argument more and more now that the recent easing of US financial conditions will make the Fed go harder with its rate hikes.

by Admin
12/08/2022, 02:00

Banks raise interest rates to attract depositors

From the beginning of August 2022, many more banks including commercial banks with state capital have raised the interest rate offered on savings accounts to attract...

by Admin
05/08/2022, 11:13

The FED might sooner end its tightening cycles

If financial asset prices such as bonds, stocks, credit and more all rally aggressively, financial conditions could ease back and actually force the Fed to go even...

by Admin
01/06/2022, 11:06

Will US dollar pressure sill exit?

Last week, we spoke about whether there is a case to be made for intervention now, or in the future, to weaken the dollar.

by Admin
05/05/2022, 12:13

How will FED deal with risk of recession?

The Federal Reserve (FED) is massively behind the curve given the surge in inflation, and now it is in the process of catching up. This is, however, unlikely to go as...

by Admin
24/04/2022, 02:36

Short-term headwinds for gold prices

The rise in the US dollar in anticipation of a rate hike by the Federal Reserve (FED) could continue to weigh on gold prices.

by Admin
22/04/2022, 11:09

Policymakers face a difficult decision

It will likely lead to a choice whereby policymakers will have to decide whether to accept higher levels of inflation, or to drive economies into recession.

by Admin