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@MarketsPolicy

A big Fed Meeting is front and center this week while the market continues to wrestle with inflation and Treasury rates remain steady. Negotiations continue on the American Jobs Plan and finally oil continues to rally.
https://marketspolicy.com/five-minute-macro-6-14-2021/

US Treasuries remain steady while inflation risks remain. Fed communications debate future policy and negotiations continue for  the American Jobs Plan. Finally, a global minimum tax becomes a possibility.
https://marketspolicy.com/five-minute-macro-6-7-2021/

Fed guidance muddied by minutes and inflation are front and center on investor's minds. Crypto regulation roils markets, while the Treasury market remains steady. Finally, supply concerns hit oil prices. https://marketspolicy.com/?p=3128&preview=true

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Morning Markets Brief 5-10-2021

Summary and Price Action Rundown Global risk assets are mixed this morning as market participants digest last week’s rally and ponder the outlook for inflation amid high and rising commodity prices. S&P 500 futures indicate a 0.1% higher open after the index advanced 0.7% on Friday to surmount the prior … Continue reading “Morning Markets Brief 5-10-2021”

Five Minute Macro 6-14-2021

A big Fed Meeting is front and center this week while the market continues to wrestle with inflation and Treasury rates remain steady. Negotiations continue on the American Jobs Plan and finally oil continues to rally.

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Afternoon Markets Brief 5-7-2021

 Summary and Price Action Rundown US equities hit new records today as disappointing US jobs data eased overheating fears and reinforced the accommodative policy posture of the Federal Reserve, keeping Treasuries tame and sinking the dollar. The S&P 500 advanced 0.7% today to surmount last week’s record high, taking year-to-date … Continue reading “Afternoon Markets Brief 5-7-2021”

Looking Ahead – Home on the Range

Millions of pandemic-weary Americans are already eagerly looking forward to their vacations in July and August, but there is one summer getaway on the calendar that market participants are eyeing warily – the Federal Reserve’s late August Economic Symposium in Jackson Hole, Wyoming. Last year, the virtual version of the … Continue reading “Looking Ahead – Home on the Range”

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