A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]
A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]
A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]
A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]
A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]
A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]
A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]
A Fed’s rate cut in September rate is still far from guaranteed, in my views, especially after last week’s releases of US CPI and PPI reports, which showed that supercore inflation remains stubbornly high, running at 4% yoy and 3.8% a.r. over last 3M, while companies are passing some tariff costs on to consumers. In […]
US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]
US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]
US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]
