Search for a tag
Some Federal Reserve officials changed their forecasts half way through the FOMC meeting
- Surprising flip-flop: Federal Reserve officials alter their forecasts during FOMC meeting
UBS analysts expect only a modest upside for US and global equities in 2024.
- Still room for some gains despite slowing economic growth
Fed's more aggressive easing path ignites speculation on timing of rate cuts
- Potential pivot to rate cuts in mid-2023.
2-year yield tumbles to the lowest level since early June
- Yield is now down -29 basis points. Largest basis point decline since March
Wall Street Journal Timiraos suggest a less dovish Fed and Powell could surprise markets
- Gentle hints in this piece from the Fed insider
Bank of America looking out past today's FOMC - 2024 soft landing
- FOMC at 2 pm US Eastern time, Federal Reserve Chair Powell presser follows at 2.30
Yields lower awaiting US CPI data
- The bond market remains a key spot to watch this week
Unexpected rise in November US Core CPI could impact future rate cuts timing
- Here are the ranges of estimates to keep an eagle eye on for an outsized impact on markets
US 3-year auction coming up next
- US set to sell $50 billion in three-year notes
It's all about the bond auctions today
- Bonds in focus in the countdown to the FOMC
FOMC preview and look ahead - no rate cut in March 2024
- There is the potential for a December surprise at the press conference
Federal Open Market Committee (FOMC) preview and outlook further ahead
- Fed Reserve will maintain the current target range for the federal funds rate, keep balance sheet runoff policy in place
Treasury yields sit higher so far today but downtrend still intact for now
- The US jobs report later is the next key hurdle for the bond market
RBC anticipates a modestly weaker non-farm payroll report
- And foresees a continuing slowdown in labor demand, which could alleviate wage pressures
Oxford Economics predicts push back on rate cut expectations in the upcoming FOMC meeting
- Bond and stock market leaps higher in November have loosened financial conditions
!"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}