Financial News
- Vladimir Zernov
Year-ahead inflation expectations increased from 2.6% in November to 2.8% in December.
- James Hyerczyk
November inflation slows with PCE at 2.4%, under consensus. Declining energy costs and modest goods spending temper overall price growth.
- Bob Mason
Retail sales rebound slightly in November, but UK economic uncertainty threatens a fragile recovery.
- Vladimir Zernov
Colder weather forecasts provide additional support to natural gas markets.
- James Hyerczyk
U.S. GDP grew 3.1% in Q3 2024, driven by consumer spending and exports. Jobless claims fell to 220k, but manufacturing contraction signals economic risks.
- Bob Mason
Bank of Japan keeps rates steady at 0.25%, USD/JPY volatility looms as traders eye Governor Ueda’s forward guidance.
- Vladimir Zernov
The federal funds rate projection for 2025 was changed from 3.4% to 3.9%.
- James Hyerczyk
November building permits rose 6.1%, with single-family starts up 6.4%, signaling steady demand. Multifamily starts fell sharply, reflecting developer caution.
- Bob Mason
UK inflation rises to 2.6%, pushing the BoE to reassess its rate-cut timeline amid surging wages and uncertain labor market trends.
- Vladimir Zernov
According to the report, 31% of builders cut home prices in December.
- Bob Mason
October’s UK labor data: Rising wages, steady unemployment challenge BoE’s rate stance as inflation moves above the BoE’s 2% target.
- Vladimir Zernov
Composite PMI exceeded analyst expectations as the services sector expanded at the fastest pace since the reopening of the economy from Covid lockdowns.
- Bob Mason
China’s economic data signals mixed recovery as retail sales dip sharply, highlighting the urgent need for consumption-focused stimulus measures.
- James Hyerczyk
U.S. import prices rose 0.1% in November, fueled by energy costs, raising inflation concerns and impacting Fed policy, bond yields, and markets.
- Vladimir Zernov
Natural gas prices are moving higher as traders react to the larger-than-expected draw.
- James Hyerczyk
Inflation climbs with PPI up 0.4%, while initial claims hit a 2-year high. How these key metrics shape markets and Fed decisions—read more here.
- Brian Marly
Lithuania is set to outperform Estonia and Latvia fiscally and economically in the short to medium term, driven by structural, cyclical and policy-related factors.
- Vladimir Zernov
Gasoline inventories increased by 5.1 million barrels, exceeding analyst expectations.
- James Hyerczyk
Inflation rose to 2.7% in November, driven by shelter and food costs. Will the Fed cut rates next week as expected? Read the full CPI report analysis.
- Dmytro Spilka
In terms of low-risk, growth-focused investment opportunities, there have been no better options for investors than Wall Street’s imperious ‘magnificent seven’ stocks.