Upcoming July Rate Cut May Trigger Biggest Market Shock of the Year  Biden's tendency to distort economic data to make it appear stronger than it is in order to gain more votes has turned the analysis of nearly everything into a nightmare. We have now reached a point where any further data manipulations are as evident as Biden's dementia, some...

Fed's Reverse Repo Usage Drops Amid Renewed Financial System Stress  The Federal Reserve's Reverse Repo facility usage has decreased by $220 billion in the past two days, reflecting a decline in demand similar to the stress observed in December, rather than previous quarter-ends. However, this decrease is less pronounced than the $313 billion ...

PPI Falls Unexpectedly, Jobless Claims Surge: Economic Reality Check  After a softer-than-expected CPI report triggered a buying frenzy in stocks and bonds (until Powell dampened the enthusiasm), today's PPI is anticipated to be mixed, with a smaller month-over-month increase but a higher year-over-year rise, surpassing the 12-month highs reco...

Fed Unlikely to Cut Rates in 2024: Apollo Economist Torsten Slok's Analysis Suggests Strong Inflationary Pressure and Economic Momentum  Two weeks ago, amidst rising inflation, surging oil prices, and unstoppable gains in the housing market, coupled with stocks reaching all-time highs fueled by a tech bubble resurgence that pushed bitcoin to r...

US Economic Indicators Signal Trouble as Market Reacts to Fed's QE Hint  The ISM Manufacturing sector experienced prolonged contraction for 15 consecutive months, while Construction spending unexpectedly dropped for the first time since December 2022. Additionally, UMich confidence declined, and there was a slight increase in inflation expecta...

Market Turmoil: Fed's Hawkish Turn Sparks Surge in Gold, Bitcoin, and Tech Stocks as Dollar Plummets!  Since The Fed's last meeting in mid-December, there's been a noticeable shift in the financial landscape. The dollar has weakened, while bonds, gold,  and major tech stocks have seen significant gains. This trend is often referred to as ...

The Federal Reserve rarely raises rates again after such an extended pause, but it's not unprecedented. Despite this, the current indicators suggest a higher likelihood for the next move to be an increase in rates. Since its meeting in July, the Fed hasn't made any changes to interest rates. However, the market is anticipating significant interest-...