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 Posted: Sun Mar 23, 2025 3:40 pm
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Posted: Sun Mar 23, 2025 3:40 pm
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Posted: Sun Mar 23, 2025 3:41 pm
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Posted: Sun Mar 23, 2025 3:41 pm
The predominant theme of the economic week ahead will be inflation, both realized and expected. Consumer inflation expectations will be updated for March, while February's PCED inflation rate also will be released (both Fri). Cooler-than-expected CPI and PPI prints last month aren't likely to translate to the PCED due to some hotter components that feed through to the Federal Reserve's preferred inflation gauge. Regardless, February's inflation data are relatively stale. We think consumer expectations and any new tariff news ahead of the April 2 "Liberation Day," when President Trump will impose reciprocal tariffs around the world, are more likely to move the markets.
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Posted: Sun Mar 23, 2025 3:42 pm
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Posted: Sun Mar 23, 2025 3:42 pm
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Posted: Sun Mar 23, 2025 3:43 pm
The predominant theme of the economic week ahead will be inflation, both realized and expected. Consumer inflation expectations will be updated for March, while February's PCED inflation rate also will be released (both Fri). Cooler-than-expected CPI and PPI prints last month aren't likely to translate to the PCED due to some hotter components that feed through to the Federal Reserve's preferred inflation gauge. Regardless, February's inflation data are relatively stale. We think consumer expectations and any new tariff news ahead of the April 2 "Liberation Day," when President Trump will impose reciprocal tariffs around the world, are more likely to move the markets.
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Posted: Sun Mar 23, 2025 3:44 pm
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Posted: Sun Mar 23, 2025 3:44 pm
The predominant theme of the economic week ahead will be inflation, both realized and expected. Consumer inflation expectations will be updated for March, while February's PCED inflation rate also will be released (both Fri). Cooler-than-expected CPI and PPI prints last month aren't likely to translate to the PCED due to some hotter components that feed through to the Federal Reserve's preferred inflation gauge. Regardless, February's inflation data are relatively stale. We think consumer expectations and any new tariff news ahead of the April 2 "Liberation Day," when President Trump will impose reciprocal tariffs around the world, are more likely to move the markets.
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Posted: Sun Mar 23, 2025 6:27 pm
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Posted: Mon Mar 24, 2025 2:09 am
“I used to think that if there was reincarnation, I wanted to come back as the President or the Pope or as a .400 baseball hitter. But now I would want to come back as the bond market. You can intimidate everybody.” – James Carville, 1994
No one controls the bond market. Not the Fed, not the Treasury.
When the time comes for higher yields, Powell and Bessent cannot stop it.
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Posted: Mon Mar 24, 2025 2:09 am
“I used to think that if there was reincarnation, I wanted to come back as the President or the Pope or as a .400 baseball hitter. But now I would want to come back as the bond market. You can intimidate everybody.” – James Carville, 1994
No one controls the bond market. Not the Fed, not the Treasury.
When the time comes for higher yields, Powell and Bessent cannot stop it.
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Posted: Mon Mar 24, 2025 2:11 am
“I used to think that if there was reincarnation, I wanted to come back as the President or the Pope or as a .400 baseball hitter. But now I would want to come back as the bond market. You can intimidate everybody.” – James Carville, 1994
No one controls the bond market. Not the Fed, not the Treasury.
When the time comes for higher yields, Powell and Bessent cannot stop it.
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Posted: Mon Mar 24, 2025 2:14 am
64GB Kit (32GBx2) DDR5-5600 SODIMM
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Posted: Mon Mar 24, 2025 2:16 am
64GB Kit (32GBx2) DDR5-5600 SODIMM
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