Fed to delay rate cuts as war clouds the outlook
We expect the Fed to remain on hold and see rate cuts as delayed due to the Middle East conflict
Nessun taglio a gennaio: la Fed prenderà tempo in attesa del successore di…
Vediamo molte poche chance di un taglio dei tassi il 28 gennaio.
Another Fed cut, but there is growing dissent
Fed members suggest just one further cut is their 2026 central projection, but risks are skewed towards more cuts
We expect another Fed rate cut but the pace of easing will slow
Nudges higher in bond yields are still the central outcome for bonds
La Fed taglia i tassi di 25pb, ma mette in dubbio un altro taglio a dicembre
La Fed va verso una politica monetaria neutrale. Prevediamo un taglio…
La Fed batte un colpo con un taglio di 25 punti base.
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
E se Powell se ne andasse? Cosa succederebbe se il capo della Fed uscisse di…
USA, Powell lascia i tassi invariati. La Fed va verso un taglio nel 2025, ma…
Rates: a Jekyll and Hyde bond market
Rates: US Treasuries have become a ‘pain trade’
Federal Reserve preview: No imminent pressure, but downside growth risks…
The Fed are in no hurry to cut rates further, but the weakening growth outlook could force their hand in later in the year
Rates: The glass half empty trade
US Treasury yields dominate direction, as the tactical downside test for yields continues
Hawkish hold from the Fed to test Trump’s patience
Federal Reserve set for an extended pause
Fed confirms a slower and shallower rate cut story for 2025
Federal Reserve to cut by 25bp irrespective of election outcome
The Fed's set for a 25bp cut, but it's a close call
How the US election will impact deficits, debt, and the yield curve
