Tag Archives: Policy
policy
US new home sales miss April forecast, reinforcing expectations of Federal Reserve rate cuts
April new home sales missed forecasts, signaling cooling economy; markets boost September Fed cut odds, pressuring dollar.
US New Home Sales Undershoot Forecasts, Fuelling Bets on Fed Cuts and Homebuilder Weakness
April new home sales missed forecasts at 622k, signaling housing cooling, dovish Fed bets, and defensive positioning.
US April new home sales rise but miss forecasts, fuelling dovish Fed tilt and housing hedge plays
April US new home sales rose to 622,000 but missed 0.67M forecast, boosting dovish Fed expectations.
UOB sees RBA holding cash rate at 4.35% as inflation cools, tightening bias remains
UOB sees RBA holding 4.35% in June; softer inflation, cooling jobs, high core keep tightening bias.
Williams flags data-led Fed stance as inflation, tariffs set to peak; Middle East risks linger
John Williams: Fed policy data-driven; inflation/tariffs peaks soon; rates steady, curve steepening trades, weaker dollar outlook.
US Q1 GDP revised down to 1.6%, weighing on dollar and reinforcing Fed rate-cut expectations
BEA revised Q1 US GDP growth down to 1.6%, weakening dollar and boosting gold, bonds expectations.
South Africa’s Reserve Bank Holds Rates at 7% as Inflation Persists and Growth Falters
SARB held benchmark rate at 7%, balancing stubborn inflation, weak growth, and external risks; rand volatility expected ease.
Russia’s central bank reserves fall $15.1bn to $753.8bn, raising rouble volatility and rate-hike bets
Russia’s reserves fell $15.1bn to $753.8bn, raising ruble volatility fears and rate-hike expectations, pressuring equities.
Koruna Under Pressure as Central European Rate-Hike Bets Fade; Focus Shifts to Polish Inflation
Softer CEE rate outlook weakens koruna; Hungary reprices easing, Poland inflation rises; favor EUR/CZK up and PLN outperformance.
US PCE inflation rises to 3.8% as April data fuels higher-for-longer Fed outlook
April PCE inflation re-accelerated to 3.8% y/y, boosting “higher-for-longer” fears, volatility, and dollar-supporting rate-hike odds.
