FED’S BEIGE BK SEES MODEST EXPANSION AMID MIXED SIGNALS

WASHINGTON (MaceNews) – The surge in COVID-19 cases and “stricter containment measures” have produced mixed results for consumer spending while manufacturing has continued to recover despite weaker auto sales, the Federal Reserve’s Beige Book survey suggested Wednesday. Four districts – Kansas City, Philadelphia, St. Louis and New York – reported no improvement and “a growing […]

ECB’S LAGARDE: BANK TO FOCUS ON ‘FINANCING CONDITIONS;’ DOWNPLAYS EXPANSION OF PEPP

–Ongoing Strategic Review Will Assess Inflation Measurement and ‘Symmetry’ in Meeting Target By Laurie Laird LONDON (MaceNews) – The European Central Bank could continue to rely on its long-term financing operations to provide stimulus to the Covid-stricken euro zone economy rather than expanding its asset purchase programme, according to the Bank’s leader Wednesday. “We’re going […]

STATUS CHECK COMMENTARY: BARBARIANS INSIDE THE GATE TEST AMERICA

WASHINGTON (MaceNews) – The following is Tuesday night’s status check of developments in the U.S. that can influence economic, health and political outcomes. ·        As often noted about the U.S. Congress, months, even years can go by without much getting done but every once in a while there’s an explosion of activity. After the financial […]

FED’S GEORGE: TOO SOON TO THINK OF ADJUSTING MONETARY POLICY; MUST ‘WAIT AND SEE’

–Fed Won’t Hike Funds Rate If Inflation Goes Over 2% –Would Have To Decide How To React if Inflation Rises in ‘Unanticipated Ways’ By Steven K. Beckner (MaceNews) – Kansas City Fed President George said Tuesday that monetary policy needs to “remain accommodative for some time” and said it’s “too soon to speculate about the […]

BOE OFFICIAL MAKES FORCEFUL CASE FOR NEGATIVE UK INTEREST RATES

—Tenreyro Sees Diminishing Benefit of QE as UK Output Contracts Sharply By Laurie Laird LONDON (MaceNews) – A top Bank of England rate setter forcefully endorsed the case for sub-zero interest rates, raising questions over the continued benefits of quantitative easing with UK output in the midst of another severe contraction. “My overall assessment is […]

STATUS CHECK COMMENTARY: TRUMP HOPES FOR A REBOUND, FACES ANOTHER IMPEACHMENT

WASHINGTON (MaceNews) – The following is Friday night’s status check of developments in the U.S. that can influence economic, health and political outcomes. ·        The bastions of freedom are firmly in place, holding back the forces of Trump, at least temporarily. That’s right, Twitter, Facebook, Google, even Spotify have moved to keep the president off […]

DATA PREVIEW: RETAIL SALES AND INFLATION MEASURES

WASHINGTON (MaceNews) – Economic data in the week ahead includes the December retail sales report, along with the two major inflation measures, the CPI just a week from Inauguration Day and the PPI but market participants are unlikely to pay much attention. The major stock indexes were propelled back into record territory Friday, in part […]

STATUS CHECK COMMENTARY: THE POST-SIEGE SCRAMBLE

WASHINGTON (MaceNews) – The following is Thursday night’s status check of developments in the U.S. that can influence economic, health and political outcomes. ·        The White House scrambled Thursday to soften the accurate perceptions of President Trump’s actions that precipitated the physical attack on Congress as various threats to his remaining few days in office […]