- Analiza
- Novosti i instrumenti
- Vesti sa tržišta
- Fed tightening expectations continue to adjust – BBH
Fed tightening expectations continue to adjust – BBH
Economists at BBH note that they maintain their strong dollar call as Fed officials are making it clear that markets misread the Fed’s commitment to lowering inflation.
Fed tightening expectations continue to adjust
"Markets are still digesting last week’s blockbuster jobs report. Nearly a million jobs were added in the past two months, driving the unemployment down to a new cycle low of 3.5%. More importantly, wages continue to grow nicely and should help support consumption. While a strong labor market does not preclude a recession, it does drive home the point that the Fed will have more confidence to continue tightening policy in order to bring inflation down. "
Fed tightening expectations continue to adjust. WIRP is now showing over 75% odds of a 75 bp hike at the September 20-21 FOMC meeting. Looking ahead, the swaps market is now pricing in a 3.75% terminal rate vs. 3.5% at the start of last week."
" We think this is the correct read and if the market gives the Fed 75 bp next month, the Fed will take it. However, the market is still pricing in a quick turnaround by the Fed to move into an easing cycle in H1 2023. It's pretty clear that the Fed doesn't see it that way and the data bear that out, at least for now. Markets should also reprice these easing expectations in the coming days and weeks."
© 2000-2024. Sva prava zaštićena.
Sajt je vlasništvo kompanije Teletrade D.J. LLC 2351 LLC 2022 (Euro House, Richmond Hill Road, Kingstown, VC0100, St. Vincent and the Grenadines).
Svi podaci koji se nalaze na sajtu ne predstavljaju osnovu za donošenje investicionih odluka, već su informativnog karaktera.
The company does not serve or provide services to customers who are residents of the US, Canada, Iran, The Democratic People's Republic of Korea, Yemen and FATF blacklisted countries.
Izvršenje trgovinskih operacija sa finansijskim instrumentima upotrebom marginalne trgovine pruža velike mogućnosti i omogućava investitorima ostvarivanje visokih prihoda. Međutim, takav vid trgovine povezan je sa potencijalno visokim nivoom rizika od gubitka sredstava. Проведение торговых операций на финанcовых рынках c маржинальными финанcовыми инcтрументами открывает широкие возможноcти, и позволяет инвеcторам, готовым пойти на риcк, получать выcокую прибыль, но при этом неcет в cебе потенциально выcокий уровень риcка получения убытков. Iz tog razloga je pre započinjanja trgovine potrebno odlučiti o izboru odgovarajuće investicione strategije, uzimajući u obzir raspoložive resurse.
Upotreba informacija: U slučaju potpunog ili delimičnog preuzimanja i daljeg korišćenja materijala koji se nalazi na sajtu, potrebno je navesti link odgovarajuće stranice na sajtu kompanije TeleTrade-a kao izvora informacija. Upotreba materijala na internetu mora biti praćena hiper linkom do web stranice teletrade.org. Automatski uvoz materijala i informacija sa stranice je zabranjen.
Ako imate bilo kakvih pitanja, obratite nam se pr@teletrade.global.
Банковни транcфери
