acemaxx · @acemaxxanalytics
294 followers · 3841 posts · Server econtwitter.net

The lags of monetary may finally be weighing on consumer spending capacity – Indeed, consumer in Aug dropped by nearly 8pts to 106.1, reversing of its gains in June and July, chart @JPMorganAM

#tightening #confidence

Last updated 1 year ago

acemaxx · @acemaxxanalytics
290 followers · 3740 posts · Server econtwitter.net

The race to raise rates: change in policy rates by CBs overseeing the 10 most traded currencies since the start of the interest rate cycle in Sept 2021, chart @ReutersBiz tinyurl.com/32sa755z

#tightening

Last updated 1 year ago

acemaxx · @acemaxxanalytics
286 followers · 3702 posts · Server econtwitter.net

Funds futures now imply a 93% chance of no hike this month, and around 63% that the cycle is over. The market also foresees 107bp of easing next year, up from around 90bp early last week, chart @ReutersBiz tinyurl.com/4uv6ecty

#fed #tightening

Last updated 1 year ago

acemaxx · @acemaxxanalytics
277 followers · 3547 posts · Server econtwitter.net

’s interest rate is now above inflation. has taken the target range for their benchmark rate to a 22y high of 5.25% to 5.5%, up from nearly zero when the cycle began in March last year, chart @economics bit.ly/3QQpPUp

#fed #benchmark #powell #tightening

Last updated 1 year ago

acemaxx · @acemaxxanalytics
262 followers · 3250 posts · Server econtwitter.net

This time, policy in the US is barely restrictive at all, as shown on the right, chart @JPMorganAM

#tightening

Last updated 1 year ago

acemaxx · @acemaxxanalytics
249 followers · 3059 posts · Server econtwitter.net

traders are thus far holding steady the probability of an additional 25bp before year’s end. The pricing implies around a 50% chance of another raise before ’s cycle finally ends, and steady cuts next year, chart @JohnAuthers bloom.bg/2z71FfB

#swaps #fed #tightening

Last updated 1 year ago

acemaxx · @acemaxxanalytics
233 followers · 2749 posts · Server econtwitter.net

FX: US rally peaked at a more than 13% gain in Sept. 2022, even before started to slow the pace of its campaign, chart @GarfieldR1966

#dollar #fed #tightening

Last updated 1 year ago

acemaxx · @acemaxxanalytics
197 followers · 2359 posts · Server econtwitter.net

With falling and economic storm clouds gathering, may be too optimistic in believing that further won’t put the economy into a significant , giving investors good reason for caution, chart @JPMorganAM

#Inflation #fed #tightening #recession

Last updated 1 year ago

acemaxx · @acemaxxanalytics
193 followers · 2260 posts · Server econtwitter.net

officials are rethinking their view that gains are fueling , a key intellectual shift that bolsters the case for a in their campaign this week, chart @business via @washingtonpost bit.ly/3CprSGt

#fed #wage #Inflation #pause #tightening

Last updated 1 year ago

acemaxx · @acemaxxanalytics
184 followers · 2168 posts · Server econtwitter.net

Reserve Bank of raised interest rates by 0.25% on Tuesday to an 11y high and warned further may be required to ensure that returns to target, boosting as markets had been leaning towards a pause, chart @ReutersBiz bit.ly/3WNUVgp

#rba #australia #tightening #Inflation #aud

Last updated 1 year ago

acemaxx · @acemaxxanalytics
184 followers · 2163 posts · Server econtwitter.net

Historically, spikes in have significantly lagged the onset of rate hikes. However, given the speed and intensity of the recent regime, it would not have been surprising to see a greater rise in claims and already taking shape, notes @JPMorganAM

#unemployment #tightening #jobless #layoffs

Last updated 1 year ago

acemaxx · @acemaxxanalytics
179 followers · 1721 posts · Server econtwitter.net

April 2023 area lending survey : reported a further substantial net in credit standards for to firms and for purchase, chart @ECB cutt.ly/f5ZvFfu

#Euro #Bank #banks #tightening #loans #house

Last updated 2 years ago

acemaxx · @acemaxxanalytics
173 followers · 1599 posts · Server econtwitter.net

The most aggressive CB cycle for decades is reaching its finale, chart @ING_economics

#tightening

Last updated 2 years ago

acemaxx · @acemaxxanalytics
156 followers · 1373 posts · Server econtwitter.net

: standards tend to correlate with recessions, and the stock market tends to fall during - chart @ReutersBiz cutt.ly/Z7fY5Rv

#equities #tightening #lending #recessions

Last updated 2 years ago

acemaxx · @acemaxxanalytics
155 followers · 1353 posts · Server econtwitter.net

( ’s cycle) The number of openings fell in Febr, dropping below 10mio for the first time in nearly 2y, chart @WSJecon cutt.ly/G7pEv7k

#fed #tightening #job

Last updated 2 years ago

acemaxx · @acemaxxanalytics
155 followers · 1350 posts · Server econtwitter.net

are clear in their conviction that this global cycle is about to end - contracts show the average CB cash rate across DM markets is expected to be slightly lower in a year’s time than it is now, chart @GarfieldR1966

#traders #tightening #swaps

Last updated 2 years ago

acemaxx · @acemaxxanalytics
142 followers · 1171 posts · Server econtwitter.net

has clearly signaled its intention to continue its process. CS research team expects to raise its policy rate by an additional 0.5% in June to 2.00% and by 0.25% in Sept to 2.25%, chart @maximebotteron

#snb #tightening

Last updated 2 years ago

acemaxx · @acemaxxanalytics
125 followers · 886 posts · Server econtwitter.net

’ expectations of where inflation will be 5y from now have stopped increasing, reflecting CBs’ more aggressive and a weakening economic outlook, chart @FT cutt.ly/A8QEH3q

#investors #tightening

Last updated 2 years ago

Grabancijaš · @Grabancijas
2 followers · 173 posts · Server masto.ai



(M1) in the fell for the first time ever reflecting of lending activities and financial conditions - latest decisions.

Lending to consumers and businesses is down third month in a row.

grabancijas.com/prvi-pad-novca

#historical #note #economy #moneysupply #eurozone #tightening #monetarypolicy

Last updated 2 years ago

acemaxx · @acemaxxanalytics
124 followers · 794 posts · Server econtwitter.net

Kazuo 's expected next Gov, acknowledged that it would take time for ’s rising prices to be sustained, warning that monetary under current conditions could slow down the economy, chart @FT cutt.ly/T8tPzCt

#ueda #boj #japan #tightening

Last updated 2 years ago