Our forecast for future rate hikes by the FED in 2017 depend on inflationary pressures arising from the new economic policies of Trump. Â In general, inflation seems to be picking… The recent phone call to from the president of Taiwan to Trump certainly inflated the Chinese and increased uncertainty in Asia. Â In contrast to a Clinton victory, China is going… The Italian Referendum is a potential macro risk. Â The vote is for a more simplified government so that changes can be implemented easier. Â It is in fact a vote for… We have taken a speculative position on the OPEC meeting in November. Â There are arguments for both a deal and also a no-deal scenario. I will briefly discuss both scenarios,… Today the PPI (Producer Price Index) not including food and energy came in negative. Â The CPI (Consumer Price Index) is the next one to look at. Irregardless inflation expectations… The FMOC meetings confirm a divided FED. Â This should be expected at turning points at times of uncertainty. Our view has always been that the November rate hike was highly…
FED Rate Forecast for 2017
Chinese – US Policy Uncertainty
Italian Referendum
OPEC Forecast
FED Rate Forecast
FED Rate Forecast & FMOC Minutes
26Jan 17
