Fed Governor Waller hints at potential interest rate cuts as early as March 2025, contingent on continued positive inflation data. This optimistic outlook follows encouraging December inflation figures, suggesting the Fed could reach its 2% target sooner than expected.
Fed May Cut Rates Sooner Than Expected, Waller Says Read More »
US bond market signals potential equity overvaluation: S&P 500 earnings yield is at its lowest vs. Treasury and BBB corporate bond yields since 2002 and 2008, respectively, raising market sustainability concerns.
Bond Market Signals Overvaluation in Equities: A Hyperloop Capital Insights Perspective Read More »
UK inflation rose to a 2.6% eight-month high in November, driven by rising transport costs. However, core services inflation held steady at 5.0%, offering a potential reprieve for the Bank of England.
UK Inflation Rises to Eight-Month High, But Core Inflation Remains Steady Read More »
Treasury yields plunged after inflation data fueled hopes of interest rate cuts, boosting the S&P 500. Cooling core inflation suggests easing price pressures, increasing the likelihood of rate reductions this year.
Treasury Yields Plunge After Inflation Data Sparks Rate Cut Hopes Read More »
US stocks mixed as investors weigh potential Trump tariffs and Fed meeting minutes hinting at cautious rate cuts in 2025. Market volatility persists amid uncertainty surrounding trade policy and the Fed’s response to economic data.
US Stock Market Mixed Amidst Trump Tariff Concerns and Fed Meeting Minutes Read More »
US manufacturing growth disappointed in November, rising only 0.2% despite the end of the Boeing strike. Weakness in aerospace offset gains in motor vehicles, signaling an uneven recovery.
US Manufacturing Growth Disappoints in November Despite Boeing Strike End Read More »
Eurozone inflation is expected to rise, challenging the ECB’s 2% target despite projected rate cuts. Fuel costs and potential trade tariffs pose risks to price stability, requiring careful policy adjustments.
Eurozone Inflation Expected to Remain Above ECB Target Read More »
Bitcoin dropped below $100,000 after strong US jobs data signaled potential for sustained high interest rates, making less risky investments more appealing. This highlights Bitcoin’s sensitivity to macroeconomic factors and investor sentiment around monetary policy.
Japan’s Finance Minister Kato voiced concerns over sharp yen fluctuations ahead of the Bank of Japan’s policy meeting, where a potential interest rate hike will be discussed. The Ministry will closely monitor the BOJ’s decisions for their impact on the currency and inflation.
Japan Finance Minister Warns Against Excessive Yen Volatility Read More »
Egypt holds benchmark interest rate at 27.25% despite easing inflation to a two-year low. The Central Bank aims to balance inflation control with economic growth amid IMF program implementation and currency depreciation.
Egypt Holds Benchmark Interest Rate at Record High Despite Easing Inflation Read More »
