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Metals Market Commentary: Dan Deming, 10/2/23
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Markets are playing catch-up to the new regime Bond yields have surged to 16-year highs. We think the market is adjusting to the new regime and its implications – especially ...
The Biden administration warned Beijing of its plans to update rules that curb shipments of AI chips and chipmaking tools to China as soon as early October, a U.S. official said, ...
If the United Auto Workers strike proves to be prolonged, the economic impact could be felt well beyond the motor-vehicle industry according to Bloomberg Economics. It found that ...
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Monetary policy tightening has had a meaningful effect on deposit mix, cost and flows of U.S. regional and large and banks, with further deterioration in performance expected for ...
post: FED’S MESTER: LIKELY AT OR NEAR PEAK FUNDS RATE BUT NOT THERE YET; MUST KEEP POLICY RESTRICTIVE LONG ENOUGH TO BE CONFIDENT INFLATION BACK TO TARGET IN TIMELY WAY; SUSPECT WILL NEED ONE MORE RATE HIKE THIS YEAR,AND TO KEEP RATES STEADY FOR SOME TIME ASSESSING DATA #Mester #FOMC … post: FED’S MESTER: FED WILL NEED TO KEEP RATES HIGH TO ENSURE RETURN TO 2% INFLATION FED’S MESTER: ECONOMY HAS GROWN MORE STRONGLY THAN EXPECTED FED’S MESTER: RISKS TO INFLATION TILTED TOWARD UPSIDE post: FED’S MESTER: CREDIT CONDITIONS HAVE TIGHTENED IN LINE WITH MONETARY POLICY FED’S MESTER: SEES SOME SIGNS WAGE PRESSURES ARE EASING
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- Posted: Oct 2, 2023 6:27pm
- Submitted by:Category: Fundamental AnalysisComments: 0 / Views: 268