Giuseppe Dellamotta

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News
News

Crude oil rallies into a key resistance and backs off. What's next?

  • Crude oil shot higher following Trump's tariffs pause announcement as global growth fears eased in the short term. Is this just a pullback or the start of an uptrend?
News
News

Strong turnaround in interest rates expectations following Trump's tariffs pause

  • Traders revised aggressively their rate cuts bets following Trump's change of heart with the market now expecting three rate cuts from the Fed compared to five at the peak of the risk-off sentiment
News
News

What is the distribution of forecasts for the US CPI?

  • Knowing the range of expectations is important, but the distribution of forecasts is another key input in the market's reaction
News
News

What are the main events for today?

  • We have the US CPI and the US Jobless Claims on the data front but the attention has now switched to China after Trump hiked tariffs to 125% yesterday. Will they retaliate again?
News
News

Fed's Daly: We have time and space to deliberate next moves

  • Comments from Fed's Daly
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