Trump’s Fed Takeover: A Recipe for Chaos
President-elect Donald Trump’s advisers are busy scheming how to reshape the Federal Reserve’s leadership, reportedly eyeing Fed Governor Michelle Bowman for the vice-chair role overseeing...
Tag: interest rates
Is the FED lost the compass?
In the intricate ballet of central bank policy, clarity in communication is paramount. The better the Federal Reserve’s messaging, the more accurately market participants can...
Liquidity Risk Looms as US Bank Reserves Plunge Below $3 Trillion
Ah, the ever-delicate dance of quantitative tightening—where the Federal Reserve plays the maestro, and the financial markets pray they don’t miss a step. US banking...
Interest rates in US, what to expect in 2025
It wasn’t the modest quarter-point rate cut in December that sent shockwaves through the markets; the Federal Reserve’s updated projections for 2025 raised eyebrows.The Fed...
Emerging Markets at risk in 2025
Developing nations are entering 2025 with the unenviable task of juggling soaring interest payments on a staggering $29 trillion in accumulated debt, much of it...
Who understands the ECB?
The European Central Bank (ECB) has once again trimmed interest rates—its third cut in as many meetings—while giving markets a fresh dose of ambiguity. With...
The ECB’s Unclear Stance Is Becoming an Issue
As Eurozone inflation edges above the European Central Bank’s (ECB) sacred 2% target, one might expect a resolute response. Instead, the ECB appears caught in...
The Fed’s Inflation Dilemma
The Federal Reserve’s preferred measure of core inflation, the Personal Consumption Expenditures (PCE) price index, stubbornly rose again in October, growing 2.8% year-on-year and 0.3%...
Emerging Markets Face the Heat: Trump’s Tariffs, Dollar Strength, and Bond Woes
The outlook for emerging market bonds denominated in local currencies is deteriorating as investors abandon hopes of rate cuts, brace for a potential trade war,...