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17.09.26 - 13:01
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Trump Backs Warsh After Fed Defies His Call for Rate Cuts (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Jari Stehn, Goldman Sachs Chief European Economist; Fabianna Del Canto, MUFG Co-Head of EMEA Capital Markets; Azeem Azhar, Exponential View Founder (Source: Bloomberg)...
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16.09.26 - 18:06
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Goldman, GIC Among Buyers in NSE′s $703 Million Anchor Book (Bloomberg)
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Goldman Sachs, HSBC, Fidelity and Eastspring are among major investors that participated in the anchor book of National Stock Exchange of India Ltd. before the world's busiest derivatives exchange opened its initial public offering to the public, aiming to raise as much as 226 billion rupees ($2.4 billion)....
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16.09.26 - 18:01
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What If Warsh Shocks The Market And Keeps Rates On Hold (ZeroHedge)
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What If Warsh Shocks The Market And Keeps Rates On Hold
Ahead of today's FOMC announcement at 2pm, the prevailing consensus is that Warsh will raise rates but he doesn't need to, as tariff inflation is now fading fast, the bulk of headline inflation is driven by one-time supply shocks from the Iran war which the Fed is powerless to fix, and the upcoming change to the PCE methodology will trim the YoY print by about 0.3%, suggesting that the Fed will be hiking at a time when core inflation is the lowest in years. In fact, as Goldman and many others suggested, the only reason why Warsh will hike is because the market is now certain Warsh will hike as the Fed does not want to disappoint the market and spark a rout ... thereby making a mockery of his prior statements that he won't be led by the market (we previewed all this in great detail here), to wit:
The CPI report had little impact on our inflation view but pushed market pricing of the probability of a hike to nearly 90%, which puts pressu...
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16.09.26 - 17:30
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Goldman Chief US Economist: Economy Isn′t Overheating (Bloomberg)
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Goldman Sachs' David Mericle joins Bloomberg Open Interest to break down why the Fed could hike rates without committing to another move. He argues the US economy isn't overheating, inflation pressures remain manageable, and the labor market is in a healthy balance, while warning that rising oil prices could complicate the Fed's path. (Source: Bloomberg)...
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