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Week Ahead: Macro and Prices
The market has much to digest. The Bank of England's new purchases of Gilts coincided with a reassessment of the trajectory of Fed policy. After the hawkish FOMC decision and forecasts, the market briefly thought the terminal rate could be 5.25-5.50% in the middle of next year. However, by the end of last week, it had returned to around 4.5% at the end of Q1 23. Italy has a right-wing government, and what it means for the country's debt and relationship with the EU are being debated. The cabinet will begin taking shape, and it could help shape investors' expectations. Italy's premium had jumped 30-40 since a little ... (full story)
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From marketpulse.com|Oct 1, 2022It remains all about the Fed as it continues down an aggressive tightening path. Wall Street will now fixated on how quick this economy is going to weaken. A weakening consumer ...
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