Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at fed funds futures and the increased bets on a rate cut by year end. Fans of this view may be disappointed. Our Review section looks at the fall in US inflation readings. Steps in the right direction, but the Fed is still expected to raise rates by 25 bp in May, and then pause, not pivot. To read more please subscribe.
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See AllOur round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we focus on the...
Our flagship publication, Economics for Investment is just released to clients. It uses our SOLVER model to assess the economic outlook...
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