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02:08
What is the yield curve telling traders?
Is the deepening inversion with the yield curve signaling a growing belief that the Fed could be tightening too much? Insights by Jim Iuorio with TJM Institutional Services. View exclusive content and premium features Create a CME Group account
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01:42
Fed Signals Further Hikes Possible
Federal Reserve Bank of San Francisco President, Mary Daly, became the latest regional Federal Reserve President to publicly state that future rate hikes are possible after the FOMC meeting in June.
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05:30
Cat’s Out of the Bag on Yield
D. Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, is getting a lot of questions from clients about the banking crisis. He shares his response to them, how he is playing duration and equities, and why he thinks a hard landing is likely in the cards.
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01:56
A Shift In Focus
U.S. 10-year yields have been trading in a tight range, 3.6% to the upside and 3.3% to the downside. Is this indecision with yields reflecting a shift in focus from Fed tightening to easing? Insights by Jim Iuorio with TJM Institutional Services. Take advantage of premium derivatives content, tools, and alerts. Create a CME Group account
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01:15
Fed’s Fight With Inflation Not Over
T. Rowe Price’s Thomas Poullaouec commented on the Federal Reserve’s tenth consecutive rate hike, saying that while central banks are getting close to their terminal rates, tight labor markets are still putting upward pressure on inflation and it will take six to 18 months to see the full impacts of the hikes. In the meantime, Poullaouec expects Central banks to continue to focus on curbing inflation.
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01:01
Raymond James CIO Expects Mild Recession But No Immediate Rate Cuts
Raymond James Chief Investment Officer Larry Adam is forecasting that the Fed will have to deal with a very mild recession. He tells Bloomberg how he sees the contraction playing out and why he says don’t expect rate cuts anytime soon.
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01:14
Could Regime Change Be Coming?
Invesco’s Chief Global Market Strategist, Kristina Hooper, thinks there could be a market regime change soon and that investors should be taking tactically cautious positions to capture the upside should certain market events occur. Hooper said that if there are clear signals that the banking crisis is behind us, the Fed reaches terminal rates, and a US Debt ceiling crisis is avoided, investors can expect a switch from a risk off to a risk on environment and they should be getting ready to capture the upside now.
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01:08
Fed’s Bullard Sees Inflation As More Sticky Than His FOMC Peers
St. Louis’ Fed President, James Bullard, thinks inflation will be sticker than the Federal Open Market Committee are projecting. While the median range for Fed forecasted terminal rate is just over 5%, Bullard’s projection is more Hawkish.
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01:40
Former Fed Vice Chair Thinks Fed Should’ve Delayed Hike
Former Fed Vice Chair Alan Blinder feels the Fed should have left rates unchanged after their March FOMC meeting. The Fed elected to raise rates by 25 basis points, elevating the new rate range to 4.75%-5%, the highest since October 2007.
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01:40
Systemic Risk in US Banking
iCapital Chief Investment Strategist Anastasia Amoroso told Bloomberg News that the collapse of Silicon Valley Bank and Signature Bank were not isolated incidents and signal risk in the wider the US banking system.
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01:40
Beware of Time Lag in Monetary Policy
After the Fed’s tightening cycles in 1989 and 2000, it took the economy about one year to tip into a recession. CME Group Senior Economist Erik Norland provides a historical look at time lags in monetary policy and their actual effects on an economy. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
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01:32
Powell’s Congressional Testimony Spooks Markets
After recent economic data showed an uptick in inflation, the Head of the Federal Reserve was forced to leave behind the “disinflationary” rhetoric used after the first Federal Open Market Committee Meeting of the year, instead describing inflation as “moderating” while testifying to Congress on the Federal Reserve’s Monetary Policy decisions.
