On Tuesday this week US CPI data will be released. The headline is expected to fall to 6.2% down from 6.4% prior. Inflation is a major focus for the Federal…
It is hard to overemphasise how important this NFP jobs print will be on Friday. The steady strong run of US data started around 5 weeks ago with the prior…
On Wednesday, March 8, Jerome Powell will give his semi-annual monetary policy testimony to the House Financial Services Committee. This testimony is known as the ‘Humphrey-Hawkins’ testimony and it is…
On Friday the US ISM non-manufacturing PMI print will be released and is a major focus for markets. In January the print came in very high at 55.2 and was…
The key focus this week will be on the US ISM non-manufacturing PMI print. Recently there has been a divergence between expectations for US manufacturing and US services as the…
The PCE print is the personal consumption expenditures print that measures the spending on goods and services by the citizens of the United States. Around 2012 the PCE index became…
The FOMC minutes are due out at 19:00 UK time on Wednesday. Since the very strong NFP print on February 3, economic data has been leading markets away from the…
US equities are heading into what could be a make-or-break week as eagerly anticipated inflation data are due to be released, while the S&P 500 comes up against a significant…
This is the time when the two competing narratives over the Fed’s path of rates get to test each other. STIR markets have been pricing in two rate cuts this…
The first thing to realise about yearly looks ahead is that they can prove to be spectacularly wrong. So, when looking ahead always be aware that these outlooks can change…