Mindblown: a blog about philosophy.
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MORNING FINANCIAL MINUTE MAY 12th
EVEN WITH BANKS GETTING POUNDED AGAIN, STALEMATE ON THE DEBT LIMIT AND FED’S BOWMAN SAYING THERE ISNT ENOUGH EVIDENCE OF DISINFLATION, WE ARE STILL PRICING IN AGGRESSIVE RATE CUTS AS SOON AS JULY, WHILE THE S&P JUST REMAINS IN ITS TIGHT RANGE
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END OF DAY REPORT EQUITIES, FUTURES & OPTIONS MAY 11th
ANOTHER 20%+ DROP IN PACWEST BANK ADDS TO THE BANKING WOES BUT AN OVERALL QUIET SESSION
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Equities continue lower as PACW fears re-ignite regional banking woes
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BoE Governor Bailey (post-meeting statement)
BoE Governor Bailey (post-meeting statement) says outlook for growth and employment has improved INFLATION: Inflation will fall over the coming months, and will show in the April numbers due in a couple of weeks. Inflation remains too high; sees upside risks, but these might not materialise. Food price inflation will start to slow. Inflation is…
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US PPI exFood/Energy YY* (Apr) 3.2% vs. Exp. 3.3% (Prev. 3.4%)
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US PPI exFood/Energy MM* (Apr) 0.2% vs. Exp. 0.2% (Prev. -0.1%)
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US PPI exFood/Energy YY* (Apr) 3.2% vs. Exp. 3.3% (Prev. 3.4%)
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BoE statement: MPC votes 7-2 to lift rates 25bps to 4.50%, as expected; forecasts show higher path for CPI, and the biggest GDP forecast upgrade on record
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MORNING MINUTE EQUITIES, FUTURES & OPTIONS MAY 11th
In today’s morning minute equities were pragmatic after the CPI yesterday and were buoyed by the headline number printing below 5% but there is still caution as we hope the debt ceiling issue gets sorted out
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END OF DAY REPORT EQUITIES, FUTURES & OPTIONS MAY 10th
So initial reaction was positive to the headline CPI having a “4” handle in it, but it seems like we could be winding up for a move if you believe the rates market
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