I saved more for talking about the consequences on the supply chains, the talking about US exports in response to tariff, the flows among the G7 and also the subtracted value from equities on lower operational profit hurting US assets value to their occasions.
While the impact on UST is very...
Actually, I do not want to go far deeper into the current trade war details, nor the running “Tariffs Auction” between US and China “34%, 104%, 125% … or whatever it can ends too.
But let’s talk about the trading ideas and what we can base on to trade, as an useful outcome of these arrogance...
After Trump repeated his calling for lower interest rates in Davos, The Fed as expected kept its FFTR unchanged between 4.25% and 4.50%, after cutting rates by 1% from last Sep. 18 to Dec. 18 on progress in achieving its inflation 2% yearly goal and for supporting the labor market.
The...
New week of lower demands for jobless benefits and higher than expected retail sales in July in US could help the investors to load back more risky assets sending Dow Jones Future Index higher, after the turmoil which havocked the equities markets, following the release of July US Labor report a...
PBOC decided in the beginning of the new week to resume its easing track lowering its yearly (LPR) by 0.1%, while the consensus was referring to 0.15% to be now 3.45% keeping in the same time its (LPR) unchanged at 4.20%.
The decision comes, after PBOC indicated during the weekend that “China...
Yes they could not capitalize on the tightening as they did on easing they used to live in before that shock.
Anyway, it is good to see that they detected that tightening is also hurting the banking sector as easing was driving it to go far in meaningless investments such as game stop crisis...
you know that having an impact by fiscal policy decision takes longer time.
They are focusing on the deposited grantees and the FIDC. I see that it is wasting of time and can not solve a problem can grown up like that and have very high price. The banks were not active enough to react to the...
God willing, We are ahead of next for awaited meeting of the FOMC member this week, after increasing worries about the banking sector efficiency in US, after the vcb’s collapse, assuming deposits of Signature Bridge Bank by a subsidiary of New York Community Bancorporation to prop it up and the...
We are ahead of new Interest rate decision in US and it not 100% priced in. Before the silence of the FOMC members, we had seen St. Louis Federal Reserve's President James Bullard saying that US interest rates have to rise further to ensure that inflationary pressures recede. I think is going to...
After it could reach 93.7$ on OPEC+’s cut by 2m bpd, WTI came again under pressure trading now near 86$ on continued worries about the global economic outlook and the demand for oil.
While the Fed is still appearing on its same track of tightening for fighting the inflation persistence.
As...
Oil prices opened the first session of this new month and quarter on upside gaps, before adding more gains during this session on rumors about OPEC+ mulling of new oil production cut can reach 1m bpd, after last month first cutting decision since Covid-19 crisis by only 100k has started to be in...
Nikkei 225 came under pressure following better than expected Q1 flash figure has shown yearly contraction by only 1% while the consensus was referring to shrinking by 1.8%, after 4.6% yearly expansion in Q4 has been revised down to only 3.8%.
The index capitalized on the figure send its up...
The US equities market is still possessed by Q3 robusting earning but this earning was on peak of inflation yearly rates, threatening the demand and alarming of close by tightening action to curb inflation and boost cost of borrowing by USD.
As what has been mentioned recently by the Fed’s vice...
8th June 2021 – Fed’s step forward, Fed’s step back
Fed - Labor - Inflation - Fed
The Fed’s still stray between curbing the prices and the labor market needs for cheap money.
We have seen the May US labor report showing adding of only 559k out of the farming sector, with average earning...