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Tag: interest rates

The ECB’s Ever-Changing Tune: Following the Unpredictable Path to Rate Cuts

  • J-P. Pizzini
  • October 18, 2024
  • MARKETS
The European Central Bank (ECB) has once again cut interest rates—this is the third time in 2024—seizing the opportunity created by a faster-than-expected drop in...
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Inflation is not dead

  • J-P. Pizzini
  • October 16, 2024
  • Developped World
In September, underlying inflation in the United States rose more than anticipated, marking a pause in the recent progress toward easing price pressures. The core...
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Controversial FED minutes bring more uncertainties

  • J-P. Pizzini
  • October 10, 2024
  • MARKETS
Federal Reserve Chairman Jerome Powell is unlikely to see his policy committee granting another significant interest rate cut as long as the labour market holds...
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The Fed’s Balancing Act: From Soft Landing to No Landing?

  • J-P. Pizzini
  • October 7, 2024
  • MARKETS
The “no landing” scenario – where the US economy keeps growing, inflation creeps back, and the Federal Reserve finds itself with no room to cut...
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Powell’s Slow Dismantling of Rate Hikes: A Measured Stroll Through Economic Uncertainty

  • J-P. Pizzini
  • October 2, 2024
  • MARKETS
With the fading echoes of the global inflation shock now receding, the trend towards lower borrowing costs seems poised to gain momentum as economies face...
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Powell’s Half-Point Cut: A Steeper Yield Curve or Just Another False Alarm?

  • J-P. Pizzini
  • September 23, 2024
  • MARKETS
Jerome Powell has breathed fresh life into one of bond traders’ time-honoured strategies. The much-anticipated Fed rate cut on Wednesday didn’t cause much of a...
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FED cut: a Headache for Emerging Markets

  • J-P. Pizzini
  • September 20, 2024
  • Emerging Markets
As Jerome Powell confidently takes a deep breath and slashes US interest rates in a bold bid to keep the American economy afloat, emerging markets...
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Powell’s Bold Gambit: The Art of Mistiming

  • J-P. Pizzini
  • September 20, 2024
  • MARKETS
Jerome Powell gave Wall Street exactly what it had been yearning for—a hefty rate cut to justify this year’s rally in stocks and bonds, signalling...
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US: inflation Bites Back

  • J-P. Pizzini
  • September 12, 2024
  • MARKETS
So, U.S. inflation decided to put on a show in August, thanks to soaring housing and travel costs. This makes it much harder for the...
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