Tag:
Fed
Chris Gilmour
Don’t get ahead of yourself
After an exuberant equity performance in January and a slowdown in hikes by the Fed, are things really getting better, or should we be careful? Chris Gilmour weighs in.
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No relaxing into the holidays
You might be on the beach. Your boss might be on the beach. But here's the thing: the rand isn't on the beach yet. This is still a busy week of data, as TreasuryONE explores.
Chris Gilmour
Was Powell right about inflation?
Powell was right about some elements of inflation and its transitory nature. Chris Gilmour unpacks these drivers and what the future holds.
Chris Gilmour
Will rate hikes work for inflation?
There are senior voices in the Fed who aren't convinced that US inflation is being caused by the usual suspects. If that's the case, then hiking rates may not help. Chris Gilmour gives us an alternative thesis.
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Countdown to central banks
With 12 central banks due to make decisions this week, get ready for a potentially volatile few days. Of course, the Fed is the key.
TreasuryONE
Non-farm payrolls in focus again
With a recent change in the Fed's narrative and a focus on US data that has been largely negative, all eyes will be on non-farm payrolls this week.
TreasuryONE
Rand rallies on stronger Euro but Fed could change that
TreasuryONE summarises the global context to the Fed's decision to hike rates by 75 basis points.
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The Fed shows its hand
Despite the public holidays, there's been plenty going on. After a Fed hike and ECB emergency meeting, all eyes are on Powell's Congress testimony on Wednesday.
