Inflation/Deflation
Fed Signals One Cut This Year, Four In 2025…
Super Core CPI Declines For First Time In Over 3 Years…
Compensation Jump Still Leaves Doubt For The BoJ…
Sticky Wages Complicate the BoE's Task…
Europe did not witness a major policy reversal. Inflationary pressures are coming down, enabling the ECB to cut rates and European states to maintain soft budgets. Geopolitical challenges ensure that European parties continue to cooperate on national defense, economic security, and energy security.
The ECB is now firmly in easing mode, even if it refuses to pre-commit to a specific rate path. What does this data dependency mean for the euro and European yields?
ECB Cuts Rates But Hikes Inflation Forecast…
The BoC Dove Takes Flight…
Could The Fed End Up Being Too Proactive In 2024…
Our Portfolio Allocation Summary for June 2024.