SignalPlus Morning Briefing (19 Feb 2024): Cuts or Hikes?
Despite another decent week for risk assets in the past week, there was a palpable disturbance in the disinflationary force last week, with CPI and PPI data both coming significantly…
Despite another decent week for risk assets in the past week, there was a palpable disturbance in the disinflationary force last week, with CPI and PPI data both coming significantly…
Yesterday (15 FEB), the US retail sales for January recorded a month-on-month rate of -0.8%, lower than the expected -0.1%. Following the data release, the 10-year US Treasury bond yield…
Yesterday (February 15), U.S. retail sales for January recorded a month-on-month rate of -0.8%, lower than the expected -0.1%. Following the release of the data, the yield on ten-year U.S….
Following Wednesday’s CPI data that significantly disappointed the market and led to a sharp increase in US Treasury yields, on February 14th, Chicago Fed President Goolsbee made a dovish statement,…
Yesterday was a day of reversal led originally by fixed income, where a retrace of Tuesday’s post-CPI bear-flattening accelerated into a larger rally on the back of a geopolitical risk-off…