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JP Morgan Chief US Economist Feroli thinks a 50bps FOMC rate cut ‘the right thing to do’

JP Morgan’s Chief US Economist Michael Feroli on the US consumer: slower income growth could prove a headwind to consumer spending growth this has been the engine powering the economy in recent quarters policy is restrictive downside employment risks are growing upside inflation risks are ebbing Recommends a 50bp Fed Funds rate cut: we still…

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Oil traders heads up – NHC issues forecast Gulf of Mexico hurricane

An update from the US National Hurricane Center (NHC), on potential Tropical Cyclone Six: The system in the Gulf of Mexico is forecast to become a hurricane before it reaches the northwestern US Gulf Coast System in Gulf of Mexico is expected to become a tropical storm on Monday, with more significant intensification forecast to…

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Bank of America expect an extended series of Federal Reserve and Bank of Canada rate cuts

Analysts at Bank of America see a huge flip to dovish for the US Federal Reserve and the Bank of Canada: Forecast a 25bp rate cut at the next five Federal Open Market Committee (FOMC) meetings: September 17-18, 2024 November 6-7, 2024 December 17-18, 2024 January/February 31-1, 2025 March 21-22, 2025 And, for the Bank…

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Weekend – China to remove restrictions on foreign investment in the manufacturing sector

On Sunday China’s ‘state planer’, the National Development and Reform Commission (NDRC), issued a joint statement with the Ministry of Commerce (MOC). In a nutshell, the bombshell announcement is of the complete removal of restrictions on foreign investment in the manufacturing sector. This will happen on November 1, in the form of the release of…

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Economic calendar in Asia Monday, September 9, 2024 – Chinese inflation data for August

The Chinese inflation data are the focus of the data agenda. The y/y CPI is expected to have increased from July. If the 0.7% consensus median is hit it’ll be the fastest rate of increase since February this year, which counts as progress for China. On Friday ex-PBOC Governor Yi Gang emphasised the importance of…

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Monday morning open levels – indicative forex prices – 09 September 2024

As is usual for a Monday morning, market liquidity is very thin until it improves as more Asian centres come online … prices are liable to swing around, so take care out there. Indicative rates, little change from late Friday: EUR/USD 1.1084 USD/JPY 142.34 GBP/USD 1.3124 USD/CHF 0.8439 USD/CAD 1.3576 AUD/USD 0.6668 NZD/USD 0.6176 This…

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