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13.10.26 - 00:42
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Current High Inflation Is a Real Concern: Jennifer McKeown (Bloomberg)
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Jennifer McKeown, global chief economist at Capital Economics, says sustained energy-price increases are feeding directly into consumer prices, with surging diesel and gasoline costs pushing up headline inflation. She also discusses how Central Banks could react and says the global economy has been resilient. (Source: Bloomberg)...
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12.10.26 - 23:36
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Fmr. Fed Governor Betsy Duke on CPI Amid Bank Results (Bloomberg)
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Betsy Duke, Former Fed governor and Former Wells Fargo Chair, says investors should pay closest attention to Fed officials' comments this week. She argues that a single economic data point is unlikely to shift the outlook significantly, noting that Kevin Morris has emphasized watching trends rather than any one reading. She speaks with Scarlet Fu & Hema Parmar on "The Close." (Source: Bloomberg)...
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12.10.26 - 19:31
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Key Events This Week: CPI, PPI, Earnings Start And Warsh Speaks (ZeroHedge)
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Key Events This Week: CPI, PPI, Earnings Start And Warsh Speaks
This week markets will navigate the latest complex geopolitical news amid a barrage of news including the latest US inflation data, with September CPI on Wednesday and PPI on Thursday, the final readings before the Fed's October 28 meeting, alongside a broader US activity pulse from retail sales (Thursday) and industrial production (Friday). After Columbus Day today where US bond markets will be closed but equities open, Q3 US earnings season also gets properly under way tomorrow, led by the big US banks, while across the globe ASML (Wednesday) and TSMC (Thursday) should provide another useful read on the AI capex cycle. Elsewhere, China has September inflation and trade data on Wednesday, UK monthly GDP is due Thursday, and the IMF/World Bank meetings run through the week, with the IMF's latest World Economic Outlook out tomorrow and a long list of central-bank speakers. Thursday we also get what may be a key speech from Warsh ...
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