Articles by tag: inflation-data

Geopolitics and Oil Drop: Iran Ceasefire and PCE Inflation

Analysis of the impact of the US-Iran ceasefire on Brent oil, futures, and Treasury yields. Forecast for the PCE index and hawkish Fed policy. Read details.

Mixed dynamics of US stock markets: impact of inflation and the Fed

Analysis of mixed dynamics of NYSE and NASDAQ indices amid expectations of inflation data. Who wins and loses from the Fed's hawkish pivot. Read details.