Tag: inflation

Why Does the Market Care About Interest Rates?

We’ve experienced what are typically entire year-long returns and volatility in the span of a week. Just when we thought we were through the wackiest and wildest period for markets, we’ve been rocked with another absolute bombshell of a sell-off in all growth names. This doesn’t happen randomly, and cannot be evaluated in a vacuum. […]

Disagreement about U.S. and Euro-Area Inflation Forecasts

FRBSF Economic Letter 2021-08 | March 22, 2021 | Research from the Federal Reserve Bank of San Francisco Disagreement among economic forecasters about the outlook for inflation in both the United States and the euro area has increased since the onset of the pandemic. The nature of these forecast differences can provide insights into the […]

The Fed, the source of market volatility or an ally ?

The Fed could be a source of market volatility as Powell and others speak in the week ahead.   Fed Chairman Jerome Powell testifies before Congress twice this week, and a dozen other Fed speeches are slated for next week. Personal consumption expenditures inflation data will be released at the end of the week. It’s […]