Tag Archive: FOMC

U.S. Data Runs the Show from Now On

September 10, 2016
u.s. data

As we are inching closer to the FOMC Wednesday on the 21st of this month the U.S. data becomes more and more important. By now we all know the recent PMI figures for both services and manufacturing and as a result, it’s quite clear that the “September Rate Hike Club”... View Article

FOMC on the Horizon

June 13, 2016

“The Federal Reserve is not currently forecasting a recession” Ben Bernanke, Jan.10, 2008. Since the last NFP miss, it seems that everyone has agreed on one thing – there will be no rate hike next week. Taking into account that the ISM Non-Manufacturing PMI also showed further signs of weakness,... View Article

FOMC Minutes Expectations

November 16, 2015

„The most valuable commodity I know of, is information.“ Gordon Gekko (Michael Douglas), Wall Street, 1987. This week is more or less about the US dollar because on Wednesday we have the pleasure to read the latest FOMC meeting minutes. Usually the release of the Minutes has a limited impact... View Article

4th Quarter is All About the FED

October 7, 2015

The last quarter of 2015 is most likely going to be fairly volatile. We still have the possibility that the FED will act some time before the end of the year, even though lately it seems rather unlikely. Some analysts speculate that there will be QE4 and/or NIRP before anything... View Article

U.S. Labor Market Looks Impressive

September 6, 2015

US Non Farm Payrolls, released on Friday, were once again close to 200K and even though, the figure came in below expectations (215K), 173 000 new jobs per month is still a superb result. On top of that, the unemployment rate edged down to 5.1 percent and most importantly, hourly... View Article

All Eyes on China

August 12, 2015

Since Monday morning this week, People’s Bank of China (PBOC) is the „hottest“ central bank outhere. Every second headline is about the sudden devaluation of the Chinese Yuan and at the moment there are more questions than answers, regarding the whole event. However, one thing is rather clear – Chinese... View Article