
Showdown at the Fed?
Political crosscurrents may influence the economic projections.
Political crosscurrents may influence the economic projections.
Investor focus turns to this week’s FOMC meeting.
US equities reach record highs driven by the expectation of a Fed rate cut next week.
Equities up, bonds rally, the dollar weakens and oil has a limited recovery.
A massive downward revision of payrolls raises questions on future Fed aggressiveness.
France’s government collapses after confidence vote.
Weaker than expected payrolls suggest more cuts ahead.
Focus turns to today’s nonfarm payroll data amid signs of weakening labour demand.
Equities start to feel the pinch over valuations as bond markets whipsaw and the dollar drops.
France and the UK face higher borrowing costs and less fiscal headroom.
A stronger euro may bring disinflation and impact the longer rates.
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