Current consensus on risk-on positioning could lowers threshold for negative surprises: Barclays
Barclays (LON:BARC) strategists took note of a notable shift in risk premiums, with the S&P 500 equity risk premium (ERP) nearing record lows, just a few basis points below zero. This level is close ...
High Inflation Sows Debate About New Fed Playbook for Tariffs
Fresh tariffs amid high inflation are making the Fed’s job uniquely difficult and feeding uncertainty about what to expect ...
December PCE inflation expected to tick up, but that's no cause for alarm
Inflation remains a concern for the Federal Reserve and provides the chief reason why the Federal Open Market Committee didn't cut rates at its policy meeting on Wednesday. The personal income and ...
Why Americans still can’t get cheaper mortgages, car loans or card balances after three Fed rate cuts
It takes time for the Fed’s decisions to filter through the economy — and then even more time for consumers to see the ...
Economy Exits 2024 on a Strong Note Amid Uncertainty Over Donald Trump’s Economic Agenda
“When households are increasingly willing to empty their wallets for non-discretionary items in recreational categories, it’s ...