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Market Analysis

Can the BoE afford to stay on hold while the ECB and Fed raise rates?

Markets expect three rate hikes from the ECB and Bank of England. ING expects none. Roll up! Come take your chance! If you're going to be right, it won't be decided by the data, argues James Smith, but by energy prices.…

10 min read

Bitcoin Price Reacts to August US CPI Data: Here’s What Happened

Somewhat expected, bitcoin’s price dived once again on Friday after the United States Bureau of Labor Statistics released the Consumer Price Index data for August, which matched expectations to a large degree.

1 min read

Are Rising Treasury Yields Part of Warsh’s Inflation Strategy?

Treasury Secretary Scott Bessent is in the midst of a historic effort to tamp down long-term Treasury yields. He may also be complicating the work of his counterpart at the Federal Reserve, Chairman Kevin Warsh.

6 min read

Market Wrap Hot Take: Oil Blinks, Bonds Breathe, CPI Holds the Match

Brent slipped back toward $104/bbl after briefly pushing close to $110/bbl, easing some of the immediate heat from the inflation trade. The move looks less like Washington suddenly waving an olive branch and more like t…

3 min read

Indian Shares End Off Day's Lows As Oil Prices Ease

(RTTNews) - Indian shares ended Friday's session lower as Middle East tensions persisted, and investors awaited key U.S. CPI data later in the day for additional clues on the Federal Reserve's rate trajectory.

2 min read