The Fed has become increasingly concerned about the growing downside risks to the US labour market. Demographic trends lead ...

REALLY LIKE POWELL'S FOG ANALOGY, PREFERABLE TO GO SLOWER WHEN UNCERTAIN ...

HAMMACK: I THINK WE'RE RIGHT AROUND MY ESTIMATE OF NEUTRAL *HAMMACK: FED'S POLICY IS BARELY RESTRICTIVE, IF AT ALL HAMMACK SAYS TARIFFS JUST ONE PIECE OF INFLATION PUZZLE; ALSO ELECTRICITY, INSURANCE ...

Fed's Hammack: We are missing on the inflation side more than on the labor market side, we need to stay restrictive.

U.S. poised to strike military targets in Venezuela in escalation against Maduro regime: Miami Herald ...

MNI's Chicago Business Barometer (PMI) printed a better than expected 43.8 (42.3 exp), up from the prior 40.6... {chart} There's a little more good news as seven of the underlying components rose vs ...

The ECB is in a good position but not a fixed one on rates. ECB's Villeroy: The ECB must keep full optionality on policy.

Rate cut can't address structural changes in job market. $SPY Fed's Schmid (2025 voter, hawkish dissenter) says he voted to ...

I would've preferred to hold rates steady this week. FED'S LOGAN: I WOULD FIND IT DIFFICULT TO CUT RATES AGAIN IN DECEMBER FED'S LOGAN: FED ALREADY MITIGATED EMPLOYMENT RISK WITH SEPTEMBER CUT Fed's ...

Nov 5th will be a key date for markets: the Supreme Court will start hearing arguments on Trump’s IEEPA tariffs. And while ...

I just got back from Asia where I met the Leaders of many Countries, including China, Japan, South Korea, Malaysia, Australia ...

MONETARY POLICIES ARE UP TO BOJ TO DECIDE JAPAN FINMIN KATAYAMA: BELIEVE THAT BESSENT KNEW THAT BOJ WOULDN'T CHANGE POLICY AT ...