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UPCOMING
US ANNOUNCEMENTS

UPCOMING
GLOBAL ANNOUNCEMENTS

  • April 26, 2024

    Global data slightly underperforming; Eurozone and US lag, Japan leads

    At minus 14 and minus 9, both the Relative Performance Index and the index less prices (RPI-P) extended the prior week’s pattern of global underperformance, too limited, however, to sway expectations for monetary policy. In […]

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  • April 26, 2024

    Is the FOMC ready to change balance sheet policy?

    While expectations are universal that the FOMC will remain on hold with interest rates at the April 30-May 1 meeting, there is a good possibility that it will elect to make an announcement about a […]

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  • April 23, 2024

    Podcast – Federal Reserve rate cuts: Is it now if rather than when?

    In recent weeks, speculation about U.S. interest rate cuts this year has shifted from multiple reductions to higher-for-longer and, in some quarters, even to no ease at all. So, what is the most likely scenario now?

  • April 19, 2024

    High points for US economic data scheduled for April 22 week

    Federal Reserve policymakers will not be commenting on monetary policy this week since it falls within the communications blackout period that surrounds the April 30-May 1 FOMC meeting. Expectations for the meeting are consistent with […]

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  • April 19, 2024

    Global economic trends support interest rate divergence

    Having consistently surprised on the upside over the last four weeks or so, global economic activity was weaker than forecast last week. That said, at minus 11 and minus 5 respectively, both the Relative Performance […]

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  • April 12, 2024

    High points for US economic data scheduled for April 15 week

    The last economic data report that has the potential to change the tone of the upcoming FOMC meeting on April 30-May 1 is retail and food services sales at 8:30 ET on Monday. Sales were […]

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