Economy

PCE ahead, Nike slips, Biden falters in debate with Trump - what's moving markets

Investing.com -- U.S. stock futures ticked up on Friday, with investors awaiting the unveiling of an inflation reading closely monitored by the Federal Reserve. The personal consumption expenditures p

Long AUD/JPY: the continuation of the bullish trend

No soft landing, the US will fall into a recession in late 2024 or early 2025

The consensus narrative that the US economy is headed for a soft landing is wrong, strategists at BCA Research said in a Wednesday note.

Micron outlook disappoints, Levi Strauss sales miss - what's moving markets

Investing.com -- U.S. stock futures pointed lower on Thursday, as traders awaited an upcoming presidential debate as well as crucial inflation data later in the week. Micron (NASDAQ:MU) shares plummet

Rate-cutting cycle to be deeper than expected as global disinflation underway: UBS

Investing.com -- Central banks around the world have kicked off the rate-cutting cycle that will likely end with global rates much lower than expected, UBS says, as too much focused on recent noisy in

Short GBP/AUD: a potential short opportunity in a bearish trend

UBS: The Fed will cut in September

UBS economists on Monday reaffirmed their outlook for a soft landing for the US economy, expecting the Federal Reserve to begin cutting interest rates in September.

Nvidia dips amid drop in chipmaking stocks, Bitcoin choppy - what's moving markets

Investing.com -- U.S. stock futures are muted following a drop in AI-exposed chipmaking stocks in the prior session. Shares in Nvidia (NASDAQ:NVDA) slipped in particular, extending a decline in the ma

Australian housing sector faces risk amid deteriorating volume cycle - MS

Investing.com - Despite robust property price signals, the Australian housing sector is experiencing a deteriorating volume cycle, according to a research note from Morgan Stanley (NYSE:MS).

Westpac consumer sentiment improves amid inflation, interest rate concerns

Investing.com - The Westpac-Melbourne Institute Consumer Sentiment Index saw a modest increase of 1.7% to 83.6 in June, up from 82.2.

Markets entering a politically-charged 3-week period: Macquarie

Investing.com - Strategists at Macquarie noted on Monday that as we step into a politically-charged three-week period, market participants will be closely monitoring elections and debates in France, t

Survey shows Fed expected to cut twice in 2024

A Strategas survey reveals a shift in its clients' expectations regarding Federal Reserve policy.

Apple's EU issues, Broadcom's chips, talks over EV tariffs - what's moving markets

Apple (NASDAQ:AAPL) has run into regulatory difficulties in the European Union.

France could be headed for a difficult return to reality - ING

Investing.com – With robust fiscal deficits and high debt, which undermine growth potential, the economic outlook is complicated for France, which will hold elections starting at the end of this mon

Chances of 'no landing' grows by the day: Bank of America

Odds for a “no landing” scenario for the US economy grow by the day, Bank of America (NYSE:BAC) economists said in a Friday note, updating their outlook.

Microsoft on top, Boeing's deal, UK public debt - what's moving markets

Fed’s Barkin wants more evidence on inflation before rate cuts

Thomas Barkin, President of the Federal Reserve Bank of Richmond stressed the need for further clarity on the inflation path before considering lowering interest rates.

BCA’s golden rule for Australian inflation-linked bonds

Investing.com - Analysts at BCA have introduced a framework for taking long/short positions in the Australian inflation-linked bonds (ILB) market compared to nominal government bonds. This strategy le

BCA Geopolitical: US outperforms, but don't underestimate the multipolar world

Investing.com - BCA have released their geopolitical analysis on the US' global position, which continues to be exceptional despite not being unipolar.

Up to two years for US CPI to return to target - Kashkari