In this week’s Five Minute Macro, the Fed meeting provides more clarity on taper decisions while the market continues to struggle with Delta fears. The Senate worked through the weekend to finish the infrastructure bill, while risks in China remain elevated and earnings season continues.
Growth and the Delta variant fears are driving a market sell-off, which clashes with the Fed’s pivot to tightening discussions. Infrastructure negotiations continue along with earnings season as oil prices fall following OPEC+ production increases.
In this week’s Five Minute Macro, Fed communications remain the major market moving force, which has flattened the Treasury curve, as inflation risks have ebbed. Negotiations over the American Jobs Plan continues and finally, global regulations roils cryptocurrencies.
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.
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.
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.
Rising inflation coupled with weak growth data remain the focus of markets. Treasury yields remain steady while regulators closely watch crypto markets. Finally, supply chain disruptions remain in focus.
Despite mixed growth signals, Treasury yields remain steady, while there continues to be more and more signs of inflationary pressures. Meanwhile, the disappointing jobs number bolsters the Fed’s dovish guidance, which is contributing to a weakening of the dollar. Finally, Dogecoin follies highlights the conundrum the sector poses for regulators.
All eyes are on the Federal Reserve Meeting, while 1Q earnings season continues. Treasury yields remain steady while inflation concern continue to fester. Finally, Bitcoin volatility returns after hitting all-time highs.
Stable Treasury yields continues to help rally markets, while peak earnings season continues. Inflation worries remain the main concern for markets and crypto markets see increased volatility, while geopolitical risks continue to simmer.