Sydney NSW 2000. Level 2, 35
Clarence Street.
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The two sides of the US economy – the dual test of slowing inflation and fiscal deficit
- March 14, 2025
- Posted by: Macro Global Markets
- Category: News
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The U.S. economy is at a crossroads. On the one hand, inflation shows signs of slowing down, while on the other hand, the fiscal deficit continues to expand. These two forces are intertwined, outlining a complex and subtle economic picture.
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An in- depth analysis of the US February CPI report – the complex game between inflation, tariffs and interest rates
- March 13, 2025
- Posted by: Macro Global Markets
- Category: News
The U.S. Bureau of Labor Statistics will release the February Consumer Price Index (CPI) report at 20:30 on Wednesday, March 12. The market generally expects inflation to ease during the month, but price pressures remain higher than Federal Reserve officials expect. After months of stagnation in inflation progress, the impact of new Trump administration policies (such as tariffs and immigration restrictions) has renewed concerns about the prospects for improving inflation.
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U.S. housing costs have become a driver of inflation data, and the market has reacted violently to the Fed’s policies !
- February 14, 2025
- Posted by: Macro Global Markets
- Category: News
The increase in U.S. inflation last month exceeded expectations across the board, supporting the Federal Reserve’s cautious attitude towards rate cuts. Data released by the U.S. Bureau of Labor Statistics on Wednesday showed that the core CPI, which excludes food and energy costs, accelerated to 0.4% month-on-month in January, the largest increase since March 2024, exceeding expectations of 0.3% and the previous value of 0.2%; the year-on-year growth rate accelerated to 3.3%, higher than the expected 3.1% and the previous value of 3.2%. The overall CPI accelerated to 0.5% month-on-month, the largest increase since June 2024, higher than the expected 0.3% and the previous value of 0.4%, and the year-on-year growth rate returned to the “three-digit” at 3%, higher than the previous value and market expectations of 2.9%.
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US CPI report triggers market volatility: Analysis of Fed policy and economic outlook
- January 17, 2025
- Posted by: Macro Global Markets
- Category: News
The latest US inflation report released on Wednesday showed that the overall CPI in December was basically in line with expectations, while the core CPI eased. The monthly rate of the US CPI after seasonal adjustment in December was 0.4%, the highest since March 2024, higher than market expectations and the previous value of 0.3%; the annual rate of the US CPI without seasonal adjustment in December was 2.9%, in line with expectations, and warmer than the previous value of 2.7%. The monthly rate of the US core CPI without seasonal adjustment in December was 0.2%, in line with market expectations, and cooler than the previous value of 0.3%; the annual rate of the US core CPI without seasonal adjustment in December was 3.2%, the lowest since August 2024, and the market expected it to remain unchanged at 3.3%.
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The market reacted strongly to the Fed’s third rate cut, and expectations for future rate cuts showed negative growth !
- December 19, 2024
- Posted by: Macro Global Markets
- Category: News
At the policy meeting on December 19, the U.S. Federal Reserve (Fed) announced its third interest rate cut this year, a 25 basis point cut, adjusting the federal funds rate target range to 4.25%-4.5%. This decision was in line with market expectations, bringing the Fed’s cumulative interest rate cuts this year to 100 basis points.
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