The Macro Take: Fed digestion/indigestion to filter into week, then its all about PMIs & US 2Q GDP
Week ahead will see markets further digest the Fed statement & potential 180 degree turn on a rate hike Tactically the risk is to the upside...
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The Fed Just Missed Their Hiking Window
The Fed's surprising dovishness led to confusion in the markets overnight The Fed has moved the goalposts (again) on factors that would drive it...
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The Tactician: Dazed and confused markets
S&P futures are falling, with a classic pennant forming on the e-minis Language will be key, regardless of whether the Fed hikes...
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The Macro Take: 3...2...1... Lift-Off from the Fed!
With US equities holding up, it is three days to the first hike in close to a decade Even more important will be the language accompanying the...
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The Macro Take: Ten days to Fed lift off but the market must hold
The Fed doves can coo all they want, but the trend is 221,000 on NFPs This is trend over past three months, with jobless down to 5.1% (best in 7...
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