Last week’s US payroll data was somewhat mixed but, on balance, seemed to tip the debate about 25-bps or 50-bps, for the Fed’s first rate cut on September 18th towards...
After another strong US payroll report last Friday, talk of US ‘exceptionalism’ continues to grow and, with it, the risk that the Fed won’t deliver significant rate cuts...
Last week’s FOMC meeting was generally seen as somewhat more hawkish than expected. A few days later, US payroll data for January was a lot stronger than anticipated....
Could the Federal Reserve require just one more decent employment report before pulling the trigger on bond tapering? If that’s the case, all eyes will be on the August...
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