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☆ Fed likely considering inflationary impact of Trump policies: Strategist
  + stars: | 2024-12-16 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed likely considering inflationary impact of Trump policies: StrategistMaria Vassalou from Pictet Research Institute considers how the Federal Reserve may be looking at President-elect Trump's policies in the lead-up to his term next year.
Persons: Maria Vassalou Organizations: Trump, Pictet Research Institute, Federal
☆ Analysis: Investors seek uncorrelated assets on worries volatility will return
  + stars: | 2023-02-10 | by ( Laura Matthews | ) www.reuters.com   time to read: +5 min
Yet some market participants are convinced the Federal Reserve’s fight against inflation will keep markets volatile and are allocating funds to so-called alternative investments. Those types of returns are not typical, however, and the performance of CTAs has been more muted in less volatile markets. Private markets raised $216.9 billion in 2022, putting assets at $1.4 trillion as at June 2022, from $311 billion in 2010, according to data provider Preqin. A 2023 study from State Street found that 68% of investors plan to increase their allocation to private markets in the next two to three years. "In that environment, stocks and bonds are likely to be more correlated."
☆ VIEW U.S. consumer prices fall in December
  + stars: | 2023-01-12 | by ( ) www.reuters.com   time to read: +5 min
NEW YORK, Jan 12 (Reuters) - U.S consumer prices unexpectedly fell for the first time in more than 2-1/2 years in December amid declining prices for gasoline and other goods, suggesting that inflation was now on a sustained downward trend. The consumer price index dipped 0.1% last month after gaining 0.1% in November, the Labor Department said on Thursday. MARKET REACTION:STOCKS: U.S. stock index futures fall after the inflation data BONDS: U.S. Treasury yields slid across the board. But I will note that it is an especially volatile period, which is not atypical for inflection points in market expectations and the broader macro outlook." BRIAN KLIMKE, INVESTMENT DIRECTOR, CETERA INVESTMENT MANAGEMENT LLC, LOS ANGELES"It (the report) came in as expected, but investors were somewhat optimistic leading into this reading, so that they were buying the rumor and selling the new.
☆ Instant View: U.S. consumer prices fall in December
  + stars: | 2023-01-12 | by ( ) www.reuters.com   time to read: +5 min
NEW YORK, Jan 12 (Reuters) - U.S consumer prices unexpectedly fell for the first time in more than 2-1/2 years in December amid declining prices for gasoline and other goods, suggesting that inflation was now on a sustained downward trend. The consumer price index dipped 0.1% last month after gaining 0.1% in November, the Labor Department said on Thursday. MARKET REACTION:STOCKS: U.S. stock index futures fall after the inflation dataBONDS: U.S. Treasury yields slid across the board.FOREX: The dollar fell against the euro and yen. But I will note that it is an especially volatile period, which is not atypical for inflection points in market expectations and the broader macro outlook." BRIAN KLIMKE, INVESTMENT DIRECTOR, CETERA INVESTMENT MANAGEMENT LLC, LOS ANGELES"It (the report) came in as expected, but investors were somewhat optimistic leading into this reading, so that they were buying the rumor and selling the new.
☆ Analysis: Investors brace for U.S. debt-ceiling fight after House speaker saga
  + stars: | 2023-01-11 | by ( Lewis Krauskopf Davide Barbuscia | Lewis Krauskopf | Davide Barbuscia | ) www.reuters.com   time to read: +5 min
"I think that this is going to be the most contentious debt ceiling debate in memory," Winograd said. "It would suggest that there's some type of premium being allocated to bills in that space where the risk of the debt ceiling starts to grow," Norris said. Some investors also believe lawmakers will be able to reach a deal on raising the debt ceiling without severely unsettling markets. Edward Al Hussainy, senior interest rate and currency analyst at Columbia Threadneedle, thinks any debt ceiling tensions would eventually be resolved, calling the issue "a well rehearsed storyline." However, the heightened concerns about the debt ceiling are "an extra little justification on top" for the firm's positioning, Pride said.
☆ Stocks aren't pricing in the potential for a significant slowdown in the economy as the Fed will have to keep pushing interest rates higher, Goldman Sachs says
  + stars: | 2022-12-06 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +2 min
The Federal Reserve will hold rates at about 5% for an extended time, Goldman Sachs multi-asset solutions co-CIO, Maria Vassalou, said. "What the market is pricing in, in terms of terminal rate, may actually be way too optimistic." And if inflation expectations become deeply entrenched, she added, the Fed may be forced to push the terminal rate higher than expected. "So the expectation is they will raise rates, probably about 5% given incoming data, and they will have to stay at this restrictive level for a period to come." Early next year, additional increases are seen that would bring the fed funds rate at or just above 5%.
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