Market Viewpoints

US Economic data continues to disappoint. Fed officials are increasingly looking out of touch, as they raise rates focusing largely […]

Market expects rate cuts. The US Federal Reserve has ruled out rate cuts this year. However, failure of more smaller

Inflation peaked last June. The Fed risks killing “aggregate demand” if it doesn’t change course on rates. Summary The “Inflationists”

“The US headline inflation at +6.5% doesn’t convey the full picture of where inflation is headed. Inflation is crashing. The

The Fed Funds rate is expected to get to +5%. The US economy will likely enter a recession by mid-2023