About: ahmad
Recent Posts by ahmad
Monthly Analyst Scope: Kevin Warsh And The High Stakes Monetary Reset
Warsh as Fed Chair: no more endless QE, repo-based liquidity tools, and markets allowed to fall before intervention.
Week Ahead: Gold And Oil Reach Boiling Point
The macroeconomic backdrop is straightforward, though far from reassuring. Market participants are looking for evidence of softer labour conditions without triggering another wave of inflationary pressure. This week’s economic releases will determine whether expectations of Federal Reserve rate reductions gather momentum or slip back into uncertainty. There are already indications that the labour market isContinue Reading
Trump’s Tariffs Ruling: When Consumers Lose, But Corporations Stand To Gain
Trump’s tariffs are gone, but the fallout isn’t. Find out how the Supreme Court ruling impacts the dollar, yields, and markets.
US Dollar Index Declines Amid Tariff Uncertainty
The US Dollar Index (USDX) fell beneath 97.8 on Wednesday, surrendering a portion of the prior session’s advance as renewed doubts over trade policy weighed on the currency. During his State of the Union speech, President Donald Trump gave no signal that tariff measures would be relaxed. Instead, he voiced confidence that overseas governments wouldContinue Reading
Week Ahead: Shifting Fed Cut Expectations Following US CPI
This week’s macro landscape is defined by a tension between easing headline inflation and persistent core price pressures. US CPI for January slowed to 2.4% year on year, coming in below the 2.5% forecast and down from 2.7% in December. Softer energy costs, particularly lower petrol prices, contributed to the decline in the headline figure.Continue Reading
