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19.08.26 - 20:15
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FOMC Minutes Tilt Hawkish: ′Inflation Risks Skewed To The Upside′ Due To AI (ZeroHedge)
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FOMC Minutes Tilt Hawkish: 'Inflation Risks Skewed To The Upside' Due To AI
While today's market moves (post-Bessent's OpTwist bailout) are changing things rapidly, since the last FOMC meeting, on July 19th, where Warsh held rates (hawkishly) unchanged (in the biggest surprise to market expectations in decades) amid multiple dissents, gold, bitcoin, and oil have outperformed, the dollar and bonds have lagged, with stocks solidly green in the middle...
And rate-hike expectations have plunged, erasing the hawkish shift since Warsh's first Fed meeting (thanks mostly to weak macro since the meeting)...
With Fed-watchers up in arms about him not giving the book away (ending forward guidance), they are hoping for some signs on the tea-leaves today of The Fed's reaction function (don't hold your breath) or what they are watching (still don't hold your breath).
Market participants expected the Minutes to show that hawkish sentiment on the committee was broad-based, despite the decision to hold...
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19.08.26 - 20:02
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Why AI Isn′t the BOE′s Biggest Inflation Worry (Bloomberg)
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Could the AI boom become a new source of inflation for the UK? KPMG UK Chief Economist Yael Selfin discusses how rising chip and AI model costs are filtering through the economy and why higher household energy costs remain a much bigger concern for the Bank of England. She joins Ed Ludlow to discuss on "Bloomberg Tech." (Source: Bloomberg)...
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19.08.26 - 17:18
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US treasury doubles debt buyback to steady bond market amid inflation fears (The Guardian)
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Yields, at recent highs this week, dropped after treasury's vow to 'provide greater liquidity support' to bond marketThe US treasury is doubling its buyback of government debt in an effort to balance out the bond market and counterbalance investor concern over high inflation.The yield rate on 10-year, 20-year and 30-year treasury notes all hit 20-year highs this week, with the 30-year treasury yield rising to its highest rate since 2007. The rapid rise was concerning news for borrowers as major loans, including mortgages, are backed by treasuries. Continue reading......
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19.08.26 - 15:24
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U.K. Inflation Rises On Household Energy Bills (AFX)
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LONDON (dpa-AFX) - U.K. consumer price inflation accelerated in July as the Middle East crisis stoked household energy prices, official data showed Wednesday. The consumer price index posted an an......
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