|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09.03.26 - 20:54
|
NY Fed: Inflation Expectations Dropped To 1 Year Low Ahead Of Iran War Amid Improving Household Finances (ZeroHedge)
|
|
|
NY Fed: Inflation Expectations Dropped To 1 Year Low Ahead Of Iran War Amid Improving Household Finances
While the latest NY Fed consumer expectations report shows sentiment from February, and does not account for the surge in oil prices as a result of the Iran war, the trend continues to be supportive which would be good news for the US economy if the current energy price spikes proves to be transitory.
In what was the calm before the Persian Gulf storm, Americans' inflation expectations eased further back in February amid mixed views on the state of the job market and current and future finances. Specifically, the expected level of inflation a year from now dropped to 3% from 3.1% in January, and the lowest since the start of 2025 while the projected level of inflation three and five years from now held steady at 3%.
The New York Fed survey, released Monday, was conducted between February 2-28. As such, it does not capture the public's reaction to surging oil prices that are...
|
|
|
|
|
|
|
09.03.26 - 19:00
|
UK inflation likely to rise because of Middle East war, says Rachel Reeves (The Guardian)
|
|
|
British chancellor says she will take steps to help families with cost of living as oil prices surge Middle East crisis – live updatesBritain is likely to be hit by rising inflation because of the US war with Iran, the UK chancellor, Rachel Reeves, has said, as she suggested that a “rapid de-escalation” would be the best protection against a jump in energy prices.Both the chancellor and the prime minister, Keir Starmer, suggested the government would be prepared to intervene to protect UK households against major cost-of-living shocks as oil prices surged past $100 (£75) a barrel for the first time since 2022. Continue reading......
|
|
|
|
|
|
|
09.03.26 - 16:39
|
Key Events This Week: CPI, PCE, ADP, Durable Goods And More (ZeroHedge)
|
|
|
Key Events This Week: CPI, PCE, ADP, Durable Goods And More
With the Fed in their self-imposed blackout period, the economic data will get a chance to do the talking ahead of the March 18th FOMC meeting. Of particular note will be the inflation data, namely Wednesday's CPI report for February and Friday's core PCE reading for January, but there will also be some scattered labor market data to help put context around last Friday's disappointing February employment report. Of course, all of that assumes that traders can be dragged away from the latest Iran war headlines fro more than 5 minutes.
Turning to this week's main event, the February CPI report will get top billing. DB's expectations are for a 1.0% increase in energy prices to boost headline CPI (+0.27% forecast vs. +0.17% previous) relative to core (+0.24% vs. +0.30%). This translates to a year-over-year rate of 2.40% (vs. 2.39% previous), while the latter would tick down by 4bps to 2.46%. Within the CPI basket, DB looks for tari...
|
|
|
|
|
|
|
09.03.26 - 16:06
|
Is Inflation “Transient” Again? (Bloomberg)
|
|
|
As investors pull back on rate cut bets and push expectations out to September, a new energy shock is rattling markets. Dynex Capital Co-CEO Smriti Popenoe joined Bloomberg Open Interest to talk about why inflation may be “transient” again. She also warns the market is now pricing a higher probability of rate hikes. (Source: Bloomberg)...
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
