A New Fed Put?

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent discuss how the appointment of the new Fed Chair could shape the US policy making objective in the bond market. The repercussions on the USD and on the incenti ...  Show more

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encoura ...  Show more

Carl Quintanilla, Jim Cramer and David Faber digest comments from Federal Reserve Chairman Jerome Powell. The Fed Chair presenting at the virtual Jackson Hole summit and announcing a major policy shift to “average inflation targeting.” The central bank will be more inclined to ...

The market’s reaction to Nvidia’s highly anticipated results last night indicates just how high expectations were. The company’s results exceeded analysts’ expectations and it delivered a strong forecast for the current quarter, but the revenue forecast just wasn’t enough for ...

In this episode, IBKR’s own Chief Market Strategist Steve Sosnick breaks down Jerome Powell’s latest Jackson Hole speech and what it could mean for September rate cuts, inflation targets, and market psychology.

This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that indicate further progress towards disinflation, paving the way for potential interest rate cuts beginning in September. The extent ...