Gold’s Next Move; Fed’s Balancing Act

View in your browser Gold’s Next Move; Fed’s Balancing Act By Erik Norland, Senior Economist CME Group Gold’s Path Linked to Fed’s Next Move Investor expectations shift from more Fed rate hikes to possible rate cuts this summer Forging ahead with more rate hikes could impact already troubled banking sector Gold has two possible paths ahead … Read More

Rising Rent Could Make Inflation Sticky; Equities Face Fed Hurdle

View in your browser Rising Rent Could Prolong Inflation Fight; Equities Face Fed Hurdle By Blu Putnam, Chief Economist Erik Norland, Senior Economist CME Group Rising Rent Could Make Inflation Sticky Rent rose 7.5% in December year on year from 7.1% in November Headline inflation has retreated from a high of 9.1% to 6.5% Rent … Read More

Implications of BOJ Ending Yield-Curve Control; Should Fed Avoid Zero Rates?

View in your browser Impact of Ending Japan’s Yield-Curve Control; Fed’s Zero Rates By Blu Putnam, Chief Economist Erik Norland, Senior Economist CME Group Implications of BOJ Ending Yield-Curve Control Japanese yen has rebounded to the highest level against the dollar in three months Rising inflation could sway Bank of Japan into ending its control … Read More