By Mike Dolan LONDON (Reuters) – After six months of churning interest rate speculation, few now doubt 2024 will see the three major Transatlantic central banks easing policy – the …
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By Mike Dolan LONDON (Reuters) – Few central bank watchers think the electoral cycle will change the course of monetary policy – but it could complicate the precise timing of …
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By Mike Dolan LONDON (Reuters) -What if the “last mile” is a breeze? Despite what seems like euphoria about disinflation and interest rate easing, it’s also fashionable to speak of …
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By Mike Dolan LONDON (Reuters) -The expanding shadows of private credit seem an odd place to lurk if central banks’ ‘higher-for-longer’ mantra on interest rates suggests they keep things tight …
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By Mike Dolan LONDON (Reuters) – European Central Bank (ECB) officials seem irked that they are not being taken seriously by markets – risking a show of force in Frankfurt …
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By Mike Dolan LONDON (Reuters) – Markets appear to have batted away next month’s Federal Reserve gathering as a paused ‘also ran’ meeting in favor of second-guessing about a November …
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By Mike Dolan LONDON (Reuters) – Cash-like money funds could increasingly suck deposits from smaller U.S. banks until lagging bank savings rates are finally forced up to compete while the …
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By Mike Dolan LONDON (Reuters) – The dollar could do with some cheering up. According to the ‘dollar smile’ theory developed by currency expert and now hedge fund manager Stephen …
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By Mike Dolan LONDON (Reuters) – If this month’s U.S. banking stress owes at least something to the Federal Reserve’s reduction of its mammoth balance sheet, then the central bank …
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By Mike Dolan LONDON (Reuters) – After six weeks of frantic forecast changes, world markets seem to have lost the plot on where interest rates will go in this cycle …
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By Mike Dolan LONDON (Reuters) -If skittish markets are just testing the extremes of possible central bank outcomes, policymakers who have bemoaned investor complacency for months may soon have to …
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By Mike Dolan LONDON (Reuters) -The end of modern globalisation may owe more to the fortunes of the U.S. dollar than Kremlinologists, Sinologists or military analysts acknowledge. A year from …
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By Mike Dolan LONDON (Reuters) – Market pricing tends to swing back and forth like a pendulum around eventual outcomes – and investors may now have to brace for another …
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By Mike Dolan LONDON (Reuters) – Like mirages on the horizon, recession forecasts seem to be appearing and disappearing with great regularity – questioning any investment conviction, the reliability of …
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By Mike Dolan LONDON (Reuters) – For all intents and purposes, financial markets think the brutal central bank tightening cycle is done. That may seem like a leap of faith …
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By Mike Dolan LONDON (Reuters) – The Fed will loudly insist again on Wednesday that its inflation battle is not yet won – even as it slows the pace of …
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By Mike Dolan LONDON (Reuters) – Almost as surprising as the weekend’s shock events in Brasilia was how little world markets appeared to react – showing investors may already be …
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MIKE MCKENNA: The Speaker Vote Reveals A Lot About The House’s Underlying Dysfunction Michael McKenna on January 6, 2023 There can be no doubt that this week’s repeated and repetitive …
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MIKE MCKENNA: What Congress Should Do Heading Into The New Year Michael McKenna on January 1, 2023 What should the new Congress do? Or, more specifically, what should the House …
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MIKE MCKENNA: Congress’ Catastrophic Spending Bill Is Incomprehensible By Design Michael McKenna on December 23, 2022 There are so many appalling features of the recent omnibus legislation that provides taxpayer …
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LOS ANGELES – A Rhode Island man has pleaded guilty to federal criminal charges, admitting he defrauded investors out of more than $4.2 million in connection with the “Magic …
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By Mike Dolan LONDON (Reuters) -If the U.S. Federal Reserve tends to tighten hard until something breaks, as some investors still believe despite the central bank’s denials, then it may …
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By Mike Dolan LONDON (Reuters) – Yet another eye-catching rebound in global stocks may just be another bear market bounce – but investors do sense the end of a dark …
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By Mike Dolan LONDON (Reuters) – Japan’s solo battle against an overvalued U.S. dollar may feel a little lonelier after it met G7 finance chiefs in Washington this week – …
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By Mike Dolan LONDON (Reuters) – Perhaps remarkably, some of the world’s major economies still hold at least part of their rainy-day savings in sterling and British government bonds – …