SPX

Central Banks

Goldman Sachs have revised their US inflation forecast higher, citing Trump tariffs

Goldman Sachs have revised their US inflation forecast higher, citing Trump tariffs

  • Goldman Sachs forecasts core PCE inflation at 2.4% in late 2025., revised up from 2.1%
Eamonn Sheridan
Monday, 23/12/2024 | 00:36 GMT
23/12/2024 | 00:36 GMT
News

US inflation (PCE) data due imminently (8.30 am US Eastern time): critical ranges to watch

US inflation (PCE) data due imminently (8.30 am US Eastern time): critical ranges to watch

  • A lot, well, nearly all, of the OTF have basically shut up shop for the year, a surprise today could have an outlier impact.
Eamonn Sheridan
Friday, 20/12/2024 | 13:09 GMT
20/12/2024 | 13:09 GMT
Central Banks

The Federal Reserve saved US equities from a bubble (but there's still a chance!)

The Federal Reserve saved US equities from a bubble (but there's still a chance!)

  • Six of seven ingredients for a bubble have been met, the FOMC is the hold-out
Eamonn Sheridan
Thursday, 19/12/2024 | 22:55 GMT
19/12/2024 | 22:55 GMT
News

US inflation (PCE) data due Friday - here are the critical ranges to watch

US inflation (PCE) data due Friday - here are the critical ranges to watch

  • The ranges of estimates & how unexpected US data results can significantly impact markets
Eamonn Sheridan
Thursday, 19/12/2024 | 22:19 GMT
19/12/2024 | 22:19 GMT
Stock market update

Bank of America's latest global fund manager survey - super bullish sentiment

Bank of America's latest global fund manager survey - super bullish sentiment

  • Investor sentiment "Super-Bullish" amid soft-landing expectations
Eamonn Sheridan
Wednesday, 18/12/2024 | 02:35 GMT
18/12/2024 | 02:35 GMT
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