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المحتوى المقدم من Ebury FX Talk. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ebury FX Talk أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Big gamble or smart move? Powell hints at 50bp hike

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Manage episode 357583327 series 3413702
المحتوى المقدم من Ebury FX Talk. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ebury FX Talk أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Today's focus is on the major data that has reshaped expectations for central bank interest rates. Generally, we're observing two things: the activity data is holding up better than expected, and inflation is proving more persistent than hoped. As a consequence, markets are bracing for higher rates for a longer period.

Let's start with the US. We have seen a string of positive surprises in recent macroeconomic data. The latest reports on GDP, retail sales, non-farm payrolls, and inflation have all exceeded expectations in the past month. Even the latest services PMI from the Institute for Supply Management beat consensus and was comfortably above 50. Initial jobless claims and new claims for unemployment benefits have fallen again, with no significant uptick in layoffs, despite ongoing recession concerns.

What does this mean for the markets? Investors have gone from pricing in one to two additional Fed hikes to now expecting three to four. Even FOMC Chair Powell has opened up the possibility of a 50bp return in March.

We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk

Liked this show? Please leave us a review here – even one sentence helps!

We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk

Liked this show? Please leave us a review here – even one sentence helps!

  continue reading

101 حلقات

Artwork
iconمشاركة
 
Manage episode 357583327 series 3413702
المحتوى المقدم من Ebury FX Talk. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ebury FX Talk أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Today's focus is on the major data that has reshaped expectations for central bank interest rates. Generally, we're observing two things: the activity data is holding up better than expected, and inflation is proving more persistent than hoped. As a consequence, markets are bracing for higher rates for a longer period.

Let's start with the US. We have seen a string of positive surprises in recent macroeconomic data. The latest reports on GDP, retail sales, non-farm payrolls, and inflation have all exceeded expectations in the past month. Even the latest services PMI from the Institute for Supply Management beat consensus and was comfortably above 50. Initial jobless claims and new claims for unemployment benefits have fallen again, with no significant uptick in layoffs, despite ongoing recession concerns.

What does this mean for the markets? Investors have gone from pricing in one to two additional Fed hikes to now expecting three to four. Even FOMC Chair Powell has opened up the possibility of a 50bp return in March.

We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk

Liked this show? Please leave us a review here – even one sentence helps!

We’d like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk

Liked this show? Please leave us a review here – even one sentence helps!

  continue reading

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