Sheraz Mian's picture

The spotlight is on the Fed today, with market participants expecting today’s Fed statement, economic projections and Chairwoman Janet Yellen’s press conference to provide clarity for interest rate policy going forward.

Doug Short's picture

Today's month-over-month increase of 0.09 percent (to two decimal places) follows a downwardly revised -0.38 percent in January. Today's headline number came in below the consensus expectations, which ranged from...

Danielle Park's picture

The growth rate of real gross domestic product (GDP) is a key indicator of economic activity, but the official estimate is released with a delay and routinely revised in retrospect, quarters and years after the original ‘guesstimates’.

BCA Research's picture

Today, a discussion about to what extent dollar strength, that leads to EM stresses, will infect U.S. bourses. Our EM team has been warning for some time that sharply higher foreign-currency debt levels among...

Marc Chandler's picture

The Federal Reserve meeting is the highlight of the week. The most pressing issue is the continued evolution of its forward guidance that will maximize the room to maneuver. Until now officials have indicated that...

Urban Carmel's picture

Question: What do the following have in common: falling inflation, soaring bond prices, disastrous corporate earnings, plunging retail sales and "the worst U.S. macro relative to expectations since 2009"?

Paul Kasriel's picture

Back on January 25, I penned a piece entitled “The Fed – Lucky or Smart?”. In that commentary I argued that the Fed was managing the supply of total thin-air credit, i.e., the sum of commercial bank credit and...

Global Risk Insights's picture

After months of downward revisions to growth forecasts, the Chinese slowdown is now officially admitted with Premier Li Keqiang announcing the government target for GDP growth to be down to 7%.

Michael Shedlock's picture

If economists were right, wage growth and inflation would be soaring. After all, the Phillips Curve states that decreased unemployment in an economy will correlate with higher rates of inflation [and higher wage growth].

Oil Price's picture

The European Commission (EC) plans to tighten its relations with several nations, including Turkey, as a part of the Continent’s effort to lessen its dependence on Russian for its energy security.

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