United States:
Fed Risks Shattering Pro-Jobs Policy by Taking Hammer to Prices
“Jerome Powell wants to quell inflation without sinking the labor market. Success or failure will be a defining part of the Federal Reserve chair’s legacy and the pro-employment policy he’s championed.”
Europe:
European Inflation Wagers Are on the Cusp of Eclipsing U.S. Bets
“A once-unthinkable trade, that European inflation will outpace the rate in U.S. over the next decade, could be about to pay off. Market-based inflation expectations in Europe are on the verge of exceeding those in the U.S. for the first time since 2009. Strategists at UBS Group AG and Citigroup Inc. are recommending trades that will profit if they keep surging.”
Asia:
BOJ Expected to Hold Firm Even as Economists Flag 130 Yen Level
“The Bank of Japan is widely expected to stand pat next week even as speculation grows that it might adjust policy before the end of the year to account for the weakening yen, with economists flagging the 130 marks against the dollar as a key level. Some 89% of 45 analysts forecast no change in the central bank’s settings for interest rates and asset purchases at the end of a two-day meeting next Thursday, according to the poll.”
Disclaimer:
Analyst Certification -The views expressed in this research report accurately reflect the personal views of Mayberry Investments Limited Research Department about those issuer (s) or securities as at the date of this report. Each research analyst (s) also certify that no part of their compensation was, is, or will be, directly or indirectly, related to the specific recommendation(s) or view (s) expressed by that research analyst in this research report.
Company Disclosure -The information contained herein has been obtained from sources believed to be reliable, however its accuracy and completeness cannot be guaranteed. You are hereby notified that any disclosure, copying, distribution or taking any action in reliance on the contents of this information is strictly prohibited and may be unlawful. Mayberry may effect transactions or have positions in securities mentioned herein. In addition, employees of Mayberry may have positions and effect transactions in the securities mentioned herein.