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  • Article / 22 March 2018 at 0:29 GMT

    Fed flirts with four rate hikes, but US dollar drops

    Managing Director / Technical Research Limited
    New Zealand
    Fed flirts with four rate hikes, but US dollar drops
    The FOMC has unanimously voted for the first rate hike of the year to take effect. Markets had anticipated more urgency from the FOMC in its policy statement. So bullish positions in the US dollar, bond yields and stocks were cut when the Fed failed to deliver a projections of four rate hikes over 2018.
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    1y
    Patto Patto
    Nice work Max.............But on the inflation question, surely the Fed has taken into account the "base effects" when coming up with their projections? I can't see an...
    1y
    Max McKegg Max McKegg
    Patto, My Crude Oil analysis below
    1y
    Patto Patto
    that would do it !
  • 1y
    Max McKegg Max McKegg
    You’re saying USDJPY will hit 108 soon Jay ? or EURUSD ?
    1y
    Patto Patto
    From the look of that inflation chart, after you take out energy prices to get the "core" rate, it looks like the only thing holding inflation positive...
  • 2y
    Patto Patto
    The Fed's senior leadership - Yellen, Fischer and Dudley - seem to co-ordinating warnings that the stock market is too high...
    2y
    Max McKegg Max McKegg
    That's right Patto. The Fed is taking away the punchbowl but no one wants to leave the party. I hope they don't all decide to do so...
  • Article / 27 April 2015 at 14:12 GMT

    Investing in inflationary expectations

    Managing Partner / Spotlight Group
    United Kingdom
    Investing in inflationary expectations
    Inflation has fallen dramatically since June of 2014 as oil prices have fallen. US, UK and Eurozone central banks all predict higher inflation in 2016 and 2017. Although a distant prospect, there is a new level of interest in inflation protected assets.
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