Dr. Duru | TalkMarkets | Page 1
Sole Proprietor, Ahan Analytics, LLC
Dr. Duru Ahanotu is a graduate of Stanford University with over twenty-five years of experience doing analytic modeling, executing pricing strategies through price optimization, and implementing, developing, and selling enterprise software. He adds to this industry experience another five ...more

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Financial Conditions Make A Monetary Roundtrip And Undercut The Need For Rate Cuts
Rapidly loosening financial conditions challenge the Fed's rate cut considerations, especially with a strong labor market, solid GDP, and rising commodity prices.
From Inflation Fizzle To Sizzle
January 2024 CPI report surpasses expectations, shaking markets despite overall inflation decline.
Small Caps Join The Party - But Just In Time For A Rotation?
I explore a market shift from bearish to neutral, highlighted by IWM's breakout. I explain how a calendar call spread targeting IWM at 204 navigates mixed market signals. The success of the between earnings INTC call trading strategy is a key tell.
Bank Of Canada’s Macklem: The End Is In Sight But Rates Are Not Returning To Pre-Pandemic Levels
In a recent interview, Bank of Canada governor Tiff Macklem reassured Canadian that the end is in sight for inflationary pressures and tight monetary policy. Yet, he also warned that pre-pandemic interest rates are not in the cards.
Finding The Echoes Of 1948's Inflation In Today's Inflation
Analyzing 1948's economic turmoil, from post-war inflation to labor strikes, and drawing connections to today's fiscal dynamics and policies.
The Fed Makes It Official: Inflation Is Dead
Today’s meeting of the Federal Reserve essentially spoke of a victory over inflation.
Another Shot For The Turkish Lira After Big Rate Hike And Record Reserves
The currency market yawned at the Turkish lira despite another large rate hike and record reserves. I took another shot going long the lira.
Despite The Inflation Celebrations, The Case Against Team Transitory Still Stands
The inflation debate will never end because participants often bring to the table strong assumptions about the Fed's capabilities and over-confidence in understanding the intricacies of the post-pandemic economy.
Canada’s Version Of Higher For Longer: Inflation Risks Have Increased
The Bank of Canada declared that “further easing in inflation is likely to be slow, and inflationary risks have increased" and thus set the stage for interest rates to stay higher for longer. The Canadian dollar has yet to benefit.
Why The Excitement? A Q&A On Monetary Policy With Generative AI
With just two months left in the year and earnings season nearing an end, eyes and prognostications turn to 2024. Year-to-date performance remains positive but the market’s three most dangerous months of the year stained market sentiment.
Opportunity Grows From A Triple Whammy Against The Canadian Dollar
The Canadian dollar experienced a triple whammy that worked against initial strength from a hot print on inflation. Opportunity still favors long the Canadian dollar.
A Stall In Canada’s Core Inflation Narrative
Canada's inflation trend has stalled, confirming the Bank of Canada's previous concerns. A subsequent surge in expectations for an October rate hike sharply strengthened the Canadian dollar. Canada faces an increasingly complex inflation situation.
What Powell Missed In His Jackson Hole Speech Explaining Inflation’s Drivers
In his Jackson Hole speech, Federal Reserve Chair Jerome Powell outlined drivers of inflation but neglected a key factor that contributed to high inflation: the Fed's prior, excessively accommodative monetary policy.
Is The British Pound Topping Despite Lingering Strength In UK Core Inflation?
UK June inflation was lower than expected, causing the British pound to drop. Despite the fall, core CPIH remains on an uptrend. The currency's future depends on Bank of England and US Federal Reserve actions.
Base Effects Add To The Bank Of Canada’s Inflation Concerns
The Bank of Canada hiked interest rates due to lingering inflation concerns. However, markets remain unperturbed. Potential USD/CAD recovery hinging on yesterday's low break.
Why Monetary Policy Was Late In Responding To The Pandemic-Era Inflation Surge
How the Federal Reserve locked itself into standing by as inflation began to take off and labor conditions tightened.
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