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- AsiaArb commented Oct 25, 2024
Could be a hint housing inflation to be sticky = No Nov CUT.
Fed's Hammack: inflation has eased notably but hasn't returned to goal
- AsiaArb commented Jun 2, 2024
OPEC+ seems like it wishes 2022 was forever.
OPEC+ agrees to extend group-wide and voluntary cuts: Delegates
- AsiaArb commented May 21, 2024
Listen/Read vvv carefully: The Fed DOES NOT KNOW why disinflation eroded in 1Q24. Buy volatility.
High rates may not be bringing down inflation as much as the Fed thinks
- AsiaArb commented May 20, 2024
The Problem withi this argument: The Fed does not know why progress on disinflation slowed in 1Q24.
Fed's Mester on Monetary Policy, Outlook for Inflation
- AsiaArb commented May 20, 2024
Puleez Vice Chair, we don’t focus on only one data point. We walk and chew gum at the same time..
Fed’s Jefferson: Important Not to Focus on Just One Data Point
- AsiaArb commented May 17, 2024
This should keep the Politburo focused on external demand as the rabbit in their hat.
China’s April activity data disappointed as heightened caution persists
- AsiaArb commented May 16, 2024
If you look at the sawtooth pattern of %SAMM, as a statistical phenomenon, May’s monthly change may well be a rebound.
US Inflation Takes a Baby Step Forward
- Posts by Trader Search: 'AsiaArb'