Money & Markets
Inflation, rates, central banks, currencies, bonds, liquidity, fiscal policy, and the market signals behind public narratives.
159 articles
Mixed Picture
In January, the U.S. economy experienced a momentary slowdown following a period of vigorous growth witnessed towards the conclusion of the previous year, yet it continues to exhibit signs of fundamental robustness.
21 Feb 2024
China's Deflation Problem
In China, the situation of deflation is increasingly exacerbating, signaling a deeper economic downturn that could have adverse effects on the global economy.
18 Feb 2024
Mortgages Are Easing
Over the past two years, a major factor that had been driving mortgage rates upwards is now contributing to their decrease.
18 Jan 2024
The Fed Keeps Markets Guessing
During their last month's decision to maintain interest rates, Federal Reserve officials initially thought they were concluding their phase of rate hikes.
13 Jan 2024
The Fed Quietly Pivots
The U.S. Federal Reserve, traditionally focused on two key mandates - controlling inflation and managing unemployment - has recently signaled a significant policy shift.
27 Dec 2023
Eurozone Inflation Cools
In November, inflation in the eurozone decreased more significantly than anticipated, nearing the European Central Bank's target.
20 Dec 2023
Profits-Led Inflation
Last year's inflation surge was largely driven by exceptional corporate profits, but a notable shift is now occurring as consumers resist, leading to a rapid easing of this pressure.
16 Dec 2023
Deflation Is Coming Back
Following a notable surge in inflation, Americans are now witnessing a phenomenon absent for the past three years: deflation.
13 Dec 2023
Back To Normal
Federal Reserve officials, in their recent policy meeting minutes, indicated a potential pause in rate increases. They emphasized proceeding carefully and expected upcoming data to clarify the extent of a slowdown in inflation amid higher borrowing costs.
29 Nov 2023
A Soft Landing May Be Possible
The U.S. economy is on the verge of achieving what many economists deemed unlikely or impossible: a return to pre-pandemic levels of inflation without triggering a recession or significant economic downturn—a phenomenon known as a "soft landing."
25 Nov 2023
How Higher Rates Could Be Good, Not Bad
Federal Reserve policymakers seem hesitant to increase interest rates again, and they don't anticipate lowering rates in the near future. When they do eventually consider rate cuts, they expect them to be relatively modest.
18 Nov 2023
Growth And Inflation
Since the last increase in interest rates by Federal Reserve officials in July, the economy is displaying two trends that central bankers believe may not be sustainable for much longer.
07 Nov 2023
Optimism and Uncertainty
There are multiple factors contributing to the recent surge in economic activity. Firstly, the combination of milder inflation and persistent wage growth is stretching the purchasing power of individuals.
03 Nov 2023
Further Rates Increases?
The September inflation report exceeded the expectations of most economists. However, it may not be strong enough to deter the Federal Reserve from its gradual move towards the sidelines.
30 Oct 2023
Hot Chinese Waters
The second-largest global economy, China, currently faces a deflating property bubble, local governments struggling with debt payments, and a banking system exposed to these issues.
26 Oct 2023
No Recession In The Cards
Economists have become more optimistic about the U.S. economy. They now believe that the country will avoid a recession, as the Federal Reserve has finished raising interest rates and inflation is expected to continue decreasing.
24 Oct 2023
Where Are Rates Going?
The threat of a bond selloff looms large, casting doubt on hopes for a soft economic landing. The surge in long-term interest rates, reaching levels not seen in 16 years, raises concerns, especially as the exact triggers behind this move remain unclear.
08 Oct 2023
Peak Europe?
The European Central Bank (ECB) has hiked interest rates by a quarter of a percentage point to a historic high but indicated that borrowing costs in the eurozone may have reached their zenith, causing the euro to plummet.
03 Oct 2023
Higher Rates Forever?
Federal Reserve officials caught the financial markets off guard on Wednesday by indicating that they don't intend to reduce interest rates as significantly as previously anticipated.
30 Sept 2023
A Promising Shift in Japan's Stock Market
This year, Japan's stock market has experienced a significant surge, leading money managers to believe that this rally could have staying power.
28 Sept 2023