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Tag Archives: #macro

MACRO VIEW COLUMNS: Traders Focus on Fed Dots, But Do They Matter Now?

(Bloomberg) — It’s become fashionable to downplay the balance sheet adjustment set to be announced at Wednesday’s FOMC meeting and instead focus on the economic projections –particularly the infamous “dot plot” of Fed funds rate forecasts. After all, the small reduction to portfolio reinvestment has been well-flagged for what seems …

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MACRO VIEW COLUMNS: Despite Rising Inflation, Fed Dot Plot Needs to Fall

(Bloomberg) — August’s better-than-expected U.S. inflation reading might have Fed-policy hawks flapping their wings. But there are still reasons why the Fed should lower its dot plot next week, eroding the dollar. U.S. headline inflation in August rose to 1.9 percent year-over- year, against the expected 1.8%. Even core CPI …

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