Tag: INFLATION
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Federal Reserve vs. White House: The Battle Over Interest Rates
The tug-of-war between political ambition and monetary prudence is playing out in full view as President Trump and Federal Reserve Chair Jerome Powell engage in a silent standoff. At the center of this delicate balance lies the Fed’s recent decision to keep interest rates unchanged, a move that reignited tensions between the White House and…
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Powell’s Inflation Gamble: Lessons from the Transitory Narrative
The tale of the transitory inflation narrative, a modern-day economic saga that has left us all scratching our heads in bewilderment. The Fed, akin to a seasoned sailor navigating the choppy waters of the economy, suddenly found itself in the eye of a fiscal hurricane named “COVID-19 Stimulus.” Little did it know that its trusty…
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CPI Falls Into Line: Setup for a new round of monetary easing is quietly taking shape
Markets received a critical data point this week: U.S. CPI surprised to the downside across the board. Headline CPI for March came in at -0.1% MoM, well below the expected +0.1%, and YoY inflation slowed to 2.5%. These numbers point to a clear disinflationary trend — one that may be stronger than previously assumed. The…
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Gold’s Shining Pattern: Will 2024 Mirror 2008?
Gold’s journey through modern financial history tells a compelling story—one marked by calm during economic clarity and brilliance during financial turmoil. In 2000, gold was barely on anyone’s radar, averaging just $270 per ounce. Fast forward to 2008, during the peak of the global financial crisis, it climbed past $870 and soared beyond $1,000 in…
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U.S. Airline Sector Struggles: A Sign of Economic Slowdown?
The U.S. airline sector is currently experiencing significant turbulence, which many analysts see as a potential early warning sign of a broader economic slowdown. This downturn is not confined to airlines alone; other leisure-related sectors, such as cruise lines, have also seen declines in their stock performance, reflecting growing economic uncertainty. At the core of…