Global data slightly underperforming; Eurozone and US lag, Japan leads

At minus 14 and minus 9, both the Relative Performance Index and the index less prices (RPI-P) extended the prior week’s pattern of global underperformance, too limited, however, to sway expectations for monetary policy.In the [...]

By Jeremy Hawkins|2024-04-26T11:15:15-07:00April 26, 2024|

Podcast – Federal Reserve rate cuts: Is it now if rather than when?

In recent weeks, speculation about U.S. interest rate cuts this year has shifted from multiple reductions to higher-for-longer and, in some quarters, even to no ease at all. So, what is the most likely [...]

By Jeremy Hawkins|2024-04-24T05:06:49-07:00April 23, 2024|

High points for US economic data scheduled for April 22 week

Federal Reserve policymakers will not be commenting on monetary policy this week since it falls within the communications blackout period that surrounds the April 30-May 1 FOMC meeting. Expectations for the meeting are consistent with [...]

By Theresa Sheehan|2024-04-19T12:50:16-07:00April 19, 2024|