<strong>Analysis: Japan PM Kishida Seeking Monetary Policy Balance Between Continuity and Gradual Shift from Abenomics</strong>

–Reports Say Kishida Picks Academic Kazuo Ueda to Succeed Kuroda By Max Sato (MaceNews) – Japanese Prime Minister Fumio Kishida appears to have picked an academic candidate with some policymaking experience to replace retiring Bank of Japan Governor Haruhiko Kuroda in a surprise choice that could prompt a gradual departure from the decade-old reflationary Abenomics […]

Analysis: Odds Mount For 25 BP Rate Hike at Feb. 1 FOMC Meeting

By Steven K. Beckner (MaceNews) – As the Federal Reserve gets set to kick off its first monetary policy deliberations of 2023, it’s almost a foregone conclusion that Chair Jerome Powell and his colleagues will keep raising short-term interest rates, but speculation has been mounting for weeks that the Fed will further decelerate monetary tightening. […]

Analysis: The CPI Conundrum – Smaller Rate Hikes Don’t Mean a Lower Terminal Rate

By Denny Gulino WASHINGTON (MaceNews) – The latest Consumer Price Index figures – suggesting a further softening of the inflation threat, rekindled hopes for a Federal Reserve pivot – hopes at odds with clearly stated Fed intentions to do no such thing. Good news for used cars, energy and some other categories came up against […]

<strong>FOMC, Powell Face Tricky Communication Task in Slowing Rate Hike Pace</strong>

– Key To Watch Is How Much Higher Fed Officials Move Their 2023 Rate Dots By Steven K. Beckner (MaceNews) – The Federal Reserve has well prepared financial markets for another “unusually large” interest rate increase in mid-December – just not quite as aggressive as we’ve seen since the spring. The Fed, nevertheless, is struggling […]

Analysis: FOMC Set for Fourth 75 BP Rate Hike But What Comes Next?

– Even After Another Big Hike Real Funds Rate Will Be Negative – Mixed Signals About How High Fed Willing to Go to Fight inflation By Steven K. Beckner (MaceNews) – The Federal Reserve will almost certainly take another fairly aggressive monetary tightening step at its Federal Open Market Committee meeting next week, but its interest rate hike […]

Analysis: Choice of Italy’s Next Finance Minister Key for Incoming Government’s Credibility, ‘Fight’ Against ECB Rate Hikes Ahead

–ECB’s Panetta a possible candidate By Silvia Marchetti ROME (MaceNews) – The choice of who will be Italy’s next economy and finance minister will be key in determining the winning center-right coalition’s credibility on world markets, and its power in campaigning against more European Central Bank rate hikes. The center-right alliance, which includes the far-right […]