Fed Rate Dilemma: Supply Inflation Limits Policy Options
EY-Parthenon's Greg Daco argues supply-side inflation pressures constrain Fed's ability to use rate hikes effectively, despite rising inflation and some policymakers' hawkish signals.
Financial market analysis, algorithmic trading development, and engineering notes.
EY-Parthenon's Greg Daco argues supply-side inflation pressures constrain Fed's ability to use rate hikes effectively, despite rising inflation and some policymakers' hawkish signals.
Australian market advances with technology sector rebounding amid US-Iran de-escalation, while AI stocks face pressure in US markets.
ASX recovers tech losses while Wall Street selloff intensifies; interest rate hike expectations surge to 85%.
Technical indicators suggest crude oil prices will continue falling despite US-Iran tensions, with Brent targeting $65 and WTI below $70 support.
US-Iran tensions escalate after tanker attack, strait reopening boosts oil supply, peace deal collapses amid regional conflicts.
US stocks closed the week in red as AI-related chip stocks faced selling pressure. Healthcare gains and lower inflation expectations provided some offset to the broader market decline.
The U.S. dollar reaches 13-month high as investors seek safe havens from tech stock sell-off and position for Fed rate hikes.
Key economic events shift due to July 4 holiday, with Nike earnings and early-release payrolls highlighting the shortened trading week.
Today I wrapped up two big pieces of work at once: a full audit of the Korean market data stack behind my AI investing assistant (langAlpha) plus building the morning-briefing automation end to end, and a pipeline that monitors listed-company credit rating changes daily (the Telegram delivery part got cancelled).
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