The market might be very disappointed by the Fed again this year – Nordea
Source Fxstreet
Recent commentary by the Fed and continued strong data means we might have to wait much longer for US rates to go lower, analysts at Nordea say.
Markets are starting to realize that the upcoming rate cuts will not look like a normal cycle
The market is dialing back the pricing of rate cuts backed by continued strong data and commentary by the Fed.
For the central bank to cut in March, we would need to see low inflation prints for January and February, which does not seem unlikely, but the risk is the Fed will wait and in the meantime, inflation will start to move higher again on increases freight rates and renewed wage pressure. In the latter case, we might not see rate cuts this year at all.
Disclaimer: For information purposes only. Past performance is not indicative of future results.
Recommended Articles
Strait of Hormuz Blockade: JPM Warns Crude Production May Halt After 25 Days. How Will US-Iran Conflict Trajectory Affect Global Oil Prices?TradingKey - Following the announcement of a ban prohibiting all vessels from transiting the Strait of Hormuz on the evening of February 28, JPMorgan (JPM) warned that if the Strait of Hormuz is compl
TradingKey - Following the announcement of a ban prohibiting all vessels from transiting the Strait of Hormuz on the evening of February 28, JPMorgan (JPM) warned that if the Strait of Hormuz is compl
WTI Price Forecast: Retreats from seven-month top, still well bid near $71.00 markWest Texas Intermediate (WTI) US Crude Oil prices trim a part of strong intraday gains to levels beyond the $73.00 mark, or the highest since June 2025, touched this Monday in reaction to a dramatic escalation of geopolitical tensions in the Middle East.
West Texas Intermediate (WTI) US Crude Oil prices trim a part of strong intraday gains to levels beyond the $73.00 mark, or the highest since June 2025, touched this Monday in reaction to a dramatic escalation of geopolitical tensions in the Middle East.
Gold is on fire at the start of the week, a widely expected move, as investors seek harbor in the traditional store of value, following the continued US and Israel attacks on Iran.
Oil prices rise as US and Iran extend talks into next weekUS-Iran talks end with no deal but signs of progressOPEC+ to consider oil output increase for April, sources sayBrent and WTI benchmarks register slight daily gainsBy Anna Hirtenstein LONDON, Feb 27 (Reuters) - Oil prices rose on Friday but were on track to finish the week relatively flat after t...
US-Iran talks end with no deal but signs of progressOPEC+ to consider oil output increase for April, sources sayBrent and WTI benchmarks register slight daily gainsBy Anna Hirtenstein LONDON, Feb 27 (Reuters) - Oil prices rose on Friday but were on track to finish the week relatively flat after t...
Silver Price Forecast: XAG/USD jumps above $90 as AI valuation risks boost safe-haven demandSilver price (XAG/USD) is up 2.4% to near $90.60 during the European trading session on Friday. The white metal strengthens as escalating concerns over valuations of Artificial Intelligence (AI) stocks have prompted demand for safe-haven assets.
Silver price (XAG/USD) is up 2.4% to near $90.60 during the European trading session on Friday. The white metal strengthens as escalating concerns over valuations of Artificial Intelligence (AI) stocks have prompted demand for safe-haven assets.
