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08.06.26 - 17:51
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Inflation Expectations Dip, Driven By Lower Gas Prices, While Labor Market Prospects Worsen: NY Fed Survey (ZeroHedge)
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Inflation Expectations Dip, Driven By Lower Gas Prices, While Labor Market Prospects Worsen: NY Fed Survey
Ahead of Wednesday's CPI report which is expected to show a substantial rise in consumer prices, moments ago we got an early look into how consumers view inflation after the NY Fed's latest monthly survey of consumer expectations reported that inflation expectations at the one-year horizon dipped to 3.46% in May from 3.64% in April, easing from the highest print since September 2023. Inflation expectations were unchanged at 3.1% for the three-year-ahead horizon and also unchanged at 3.0% at the five-year-ahead horizon in May.
Median inflation uncertainty, or the uncertainty expressed regarding future inflation outcomes, increased at the one-year and three-year-ahead horizons and decreased at the five-year-ahead horizon.
The drop in year-ahead expectations took place as 1-year gas inflation expectations extended its recent decline, sliding to 4.96% in May from 5.11% in April and from 9...
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08.06.26 - 16:00
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Key Events This Week: All Eyes On The First CPI Print Over 4% In 3 Years (ZeroHedge)
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Key Events This Week: All Eyes On The First CPI Print Over 4% In 3 Years
Before we look at the Fed, let's take another quick look at the rollercoaster of the past trading session: a hawkish Fed repricing after the payrolls report triggered a sharp US equity sell-off on Friday with the S&P 500 falling -2.64% (2.59% on the week), its worst day of the year so far, snapping a run of nine consecutive weekly gains. Tech led the declines, not helped by Broadcom's softer earnings earlier in the week. The NASDAQ dropped -4.18% on Friday (4.68% on the week), while the Philadelphia semiconductor index plunged -10.26% - its worst day since March 2020, and dubbed the "Red Sox."
All of this comes as tensions in the Middle East are building again with renewed strikes between Iran and Israel, despite what should be the 61st day of a truce or ceasefire. Iran targeted Israel with a missile attack yesterday after an Israeli strike in Beirut, while Israel's military has responded with strikes against...
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08.06.26 - 13:06
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Norwegen: Hohe Inflation und Geldpolitik halten den Euro auf Distanz (Anleihencheck)
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Paris (www.anleihencheck.de) - Die norwegische Leitwährung setzte ihre Aufwärtsbewegung gegenüber dem Euro zuletzt fort und erreichte Ende vergangener Woche mit 10,74 Kronen je Euro den höchsten Stand seit rund drei Jahren, so die Analysten der BNP Paribas in ihrer aktuellen Ausgabe von "Märkte & Zertifikate weekly". [mehr]...
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08.06.26 - 13:06
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Iran-Konflikt, Inflation und Zinssorgen: Märkte setzen weiter auf Deeskalation (Anleihencheck)
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Paris (www.anleihencheck.de) - Die Hoffnungen der letzten Woche auf eine baldige Unterzeichnung eines Waffenstillstandsabkommens haben sich nicht erfüllt, so Michael Nizard, Head of Multi-Asset & Overlay bei Edmond de Rothschild Asset Management.
Washingtons Forderung nach einer festen Zusage des Iran, auf Atomwaffen zu verzichten, habe in Verbindung mit der Verschärfung des Konflikts im Libanon zu neuen Spannungen und iranischen Angriffen geführt. [mehr]...
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08.06.26 - 12:36
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Bonds Drop as Israel-Iran Strikes Raise Inflation Fears (Bloomberg)
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US stocks have staged a modest rebound even as flaring tensions in the Middle East sent oil prices and bond yields higher. Futures for the S&P 500 rose 0.2% after a selloff in artificial intelligence stocks came to a halt. Bond traders are wagering that inflation figures this week will show the biggest surge in consumer prices in several years, adding to pressure on the Federal Reserve to raise interest rates. Global bond markets have seen a profound shift since late February, when the US and Israel's attacks on Iran sparked a surge in oil prices, derailing bets that the central bank was poised to lower rates in 2026. Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management explains. (Source: Bloomberg)...
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08.06.26 - 11:48
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Kurzfristige Auswirkungen des Ölpreisanstiegs sind eingepreist, nicht jedoch die anhaltendere Inflation (BondGuide)
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Die weltweit steigende Inflation veranlasst die Zentralbanken dazu, den Zinssenkungszyklus früher als erwartet zu beenden oder in einigen Fällen sogar wieder Zinserhöhungen vorzunehmen. Die Fiskalpolitik zieht in die entgegengesetzte Richtung, da die Regierungen mit Treibstoffsubventionen und anderen Unterstützungsmaßnahmen versuchen, die durch den Iran-Krieg verursachten Wachstumseinbußen abzufedern. Eine Erholung der globalen Fertigungsindustrie dürfte diesen Druck nun […]...
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