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FED can still sep-taper
Last night’s price action spoke to the virtues of sleeping deeply and turning off your phone. First, better than expected data drove yields higher (US 10yrs tipped 2.7%) and then the Fed downgraded...
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enough (PCE) inflation to taper?
We’re now on the run into the September FOMC meeting. The key report will be this Friday’s non-farm payrolls report — as the labour market is the best leading indicator of inflation — however there’s...
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Can you taper with that?
I have been of the view that the Fed would announce a tapering of their Treasury purchases at the upcoming (September 18) policy window. I still hold that view — but with much less conviction. The...
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FED can still sep-taper
Last night’s price action spoke to the virtues of sleeping deeply and turning off your phone. First, better than expected data drove yields higher (US 10yrs tipped 2.7%) and then the Fed downgraded...
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