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James Knightley

  • Analysis & Comment

James Knightley's Comment & Analysis
A complete archive of James Knightley's articles, including current analysis & comment - Page 4

Markets have been re-pricing the prospect of Federal Reserve rate cuts this year in the wake of more hawkish Fed commentary. Today's data suggests that the economy is maintaining its strong momentum...
We got another 25bp policy rate cut from the Fed, but updated projections and Chair Powell’s press conference confirm that the Fed is going to be much more cautious next year with sticky inflation...
US core inflation posted a fourth consecutive 0.3% print, showing that progress towards the Fed inflation goal has clearly stalled. Nonetheless, the Fed’s favored measure of inflation is doing a...
Everyone expects more Fed rate cuts in the coming months, but the outcome of the US presidential election could influence their speed and depth. Of course, this is not the only conundrum policymakers...
THINK Ahead in Developed Markets United States Given the backdrop of 3% growth, low unemployment, equity markets at all-time highs, and inflation still above 2%, you could be forgiven for...
After a 50bp rate cut last month, market speculation surrounding the Federal Reserve’s next move is ramping up – and as the looming presidential election adds yet another layer of uncertainty to the...
With favorable economic data providing officials with greater confidence that US inflation is moving steadily along the right path, we think that Wednesday’s FOMC meeting should offer a clearer hint...
A surprise 0.2% MoM core CPI inflation print after a similar reading for April core PCE deflator offers good news for the Fed in its fight to ease price pressures. This needs to become the trend...
US inflation came in at 0.4% MoM for the third consecutive month, more than double the rate we need to consistently hit to bring inflation down to 2% YoY. Expectations for a June Federal Reserve...
Interest rate cut expectations have receded everywhere following the US inflation data, but there are subtle dovish incremental shifts within the BoC’s commentary that suggest should inflation...