ECB Governing Council member Gabriel Makhlouf says inflation expectations in the euro area allowed the region to avoid large increases in unemployment during the most recent period of strong consumer-price growth https://t.co/e21zOb4zGW ...

Dwindling inflation expectations are setting South African government bonds up to extend a rally that’s already taken benchmark yields to five-year lows https://t.co/ow6743Ys9A ...

South African inflation expectations fall to an almost four-year low, providing policymakers with another reason to press ahead with their easing cycle https://t.co/19NRcxP2lq ...

Inflation expectations of euro-area consumers eased in May, the ECB says https://t.co/fV5HNzUcFu ...

Are you a little bit less worried about inflation right now given oil prices have settled. I am not sure that one would say that oil prices have settled, but we are comfortable with the inflation trajectory. I think the central banks have done a real good job taming the great inflation of 2022.And what we didn't have figuring in our analysis was that there could be a shock and that that shock who actually come from and from policy in the form of of tariffs. But there was also a shock that comes as a result ...

Inflation has eased significantly from its highs in mid 2022, but remains somewhat elevated relative to our 2% longerrun goal. Estimates based on the consumer price index and other data indicate that total PCE prices rose 2.3% over the 12 months ending in May and that excluding the volatile food and energy categories, core PCE prices rose 2.6%. Near-term measures of inflation expectations have moved up over recent months as reflected in both market and surveybased measures.Respondents to surveys of consumer ...

Uh BTI's Jonathan Kinsky says the potential for a pullback is elevated. Tom Lee says stocks are going to rally post FOMC. What do you think.So I think as we move towards the end of the second quarter and midyear, you have this looming battle between resiliency and complacency. Do we have a resilient market or is there too much complacency in the market. Both.Well, I'm in the We do have a resilient market. You could still have complacency. Well, but think about from a perspective of positioning.If you're in ...

行情回顾： 地缘局势： 据CNN报道，多名美国官员表示，美国获得了新的情报，表明以色列正在准备袭击伊朗的核设施。美国官员表 示，这样的打击将是与特朗普总统的公然决裂，还可能引发中东地区更广泛的地区冲突——自2023年加沙战争 引发紧张局势以来，美国一直试图避免这种冲突。官员警告称，目前尚不清楚以色列领导人是否已作出最终决 定，事实上，美国政府内部对以色列最终采取行动的可能性存在严重分歧。以色列是否以及如何打击伊朗可能 取决于其对美国与伊朗核谈判的看法。但另一位消息人士表示："最近几个月，以色列袭击伊朗核设施的可能 性显著上升。""美伊谈判无法消除伊朗所有的铀，这一前景加大了以色列实施打击的可能性。" 哈梅内伊周二表示，他不指望与美国就德黑兰核计划进行的谈判会"得出结论"，并称美国要求伊朗不进行铀浓 缩是一个"大错误"。伊朗坚称，根据联合国《核不扩散条约》，它有权进行铀浓缩，并表示在任何情况下都不 国际黄金周二（5月20日）破位上行大幅收涨，开盘价3231.61美元/盎司，最高价3285.73美元/盎司，最低价 3204.61美元/盎司，收盘价3277.22美元/盎司。 会放弃这一权利。 全球最大黄金ETF-- ...

The University of Michigan Sentiment index was weaker than expected in the May preliminary release, falling to 50.8 from 52.2. Both the current conditions and the expectations indices fell. The interview period for this release was April 22nd-May 13th so it is likely not fully reflecting some of the most recent pullback in tariffs. Generally, consumer sentiment measures have been weak, but it remains to be seen if this will be reflected in consumers actually reducing spending in coming months. V i e w p o i ...

FICC Research Economics 9 May 2025 Global Economics Weekly Habemus primum pactum! The US-UK trade deal should be the first in a series, with India, Japan, Korea, Vietnam likely next, and eventually also China and the EU. However, tariffs will likely remain high and the final agreements still uncertain. Central banks respond with caution. Next week, it's US CPI and retail sales. Global Synthesis Habemus primum pactum! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 The US-UK t ...