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James Knightley

Think ING
  • Analysis & Comment

James Knightley's Comment & Analysis
A complete archive of James Knightley's articles, including current analysis & comment - Page 3

Another hold from the Federal Reserve with an acknowledgement that uncertainty has increased with more upside risk for both inflation and unemployment. This suggests little inclination to move until...
US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply chain disruptions are on their way. After all the volatility and...
Tariffs are meant to reinvigorate US manufacturing, but there is more concern about what they mean for supply chains and the prospect of foreign retaliation right now, amidst signs of a cooling...
Hot inflation and cooling consumer spending are trends that are likely to be intensified by President Trump's aggressive moves on tariffs and government spending cuts. Stagflation fears are rising...
US inflation came in well ahead of expectations, prompting the market to dramatically reprice the prospect of rate cuts. Potential tariffs add upside risk to inflation in coming quarters, but there...
After 100bp of rate cuts, Fed Chair Powell suggests policy remains restrictive – even if inflation remains elevated they will merely “maintain” policy restraint for longer. This indicates an...
The Fed is cautious, and so is the Bank of Japan. The ECB seems determined to keep cutting and the Bank of England might be tempted to speed up its rate reduction pace later in the year. The US...
The standoff between Donald Trump and the US Federal Reserve is intensifying. The Fed kept rates on hold this month, much to the US President's displeasure. Our James Knightley looks at where the...
Robust activity, a solid jobs market and sticky inflation justify the Fed's decision to hold interest rates steady. The hawkish tilt from officials may in part be a message to President Trump that...
The Nasdaq 100 witnessed its largest one-day fall since 2022 after the DeepSeek correction extended much further on Monday. Potentially, this technology could be a game-changer, and questions are...