The week started on a positive note on this side of the Atlantic Ocean, and on a mixed note on the American side. Federal Reserve’s (Fed) Michelle Bowman said that the rates are in a good place to keep pressure on inflation and that there is no need to ease rates soon. Likewise, Richmond Fed’s Thomas Barkin said that they are ‘closing in on inflati ... Show More
Today
More tech deals, little US data, record-high gold. What’s next?
Tech megadeals, AI hype and market nerves — this week had it all! Nvidia and AMD’s blockbuster partnership lit up the sector, xAI reportedly raised $20 billion with Nvidia among its backers and SoftBank moved to expand its AI footprint with ABB and OpenAI. Dell admitted it undere ... Show More
13m 22s
Jun 2022
Robert Rosener: The Continued Rise in Inflation
As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer.
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Welcome to Thoughts on the Market. I'm Robert Rosner, Senior U.S. Economist for Mor ... Show More
3m 24s
Sep 2023
Seth Carpenter: The ECB, The Fed and Oil Prices
While the ECB followed headline inflation with raised policy rates yet again last week, the Fed meeting this week may be more focused on core inflation and a hiking pause.
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Welcome to Thoughts on the Market. I'm Seth Carpenter, Global Chief Economist for Mor ... Show More
4m 3s
Aug 2022
Strong US jobs data hammers the recession 'optimism'
Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More
10m 42s
Jul 2022
How Expecting Inflation Can Actually Create More Inflation
To fight historic levels of inflation, the Federal Reserve this week, once again, raised interest rates, its most powerful weapon against rising prices.The move was intended to slow demand, but there was also a psychological factor: If consumers become convinced that inflation is ... Show More
28m 41s
Jan 2022
Why everything is so expensive right now
Inflation has hit a 40-year high in the U.S., driving up the cost of everything from groceries to housing. As the Fed prepares to raise interest rates, here’s what to watch out for.
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In December, inflation hit a staggering 7 percent. That’s far above the Federal Reserve ... Show More
19m 22s