Dr. Duru | TalkMarkets | Page 3
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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Fed's Daly: The Market Is Wrong About A Hump In 2023 Fed Rates
The Federal Reserve board of governors continue to stay on message, reminding the market over and over about its serious intention to fight inflation. San Francisco President Mary Daly has been particularly articulate on the Fed's perspective.
Softening Inflation Expectations Are The Beginning Not The End Of The Fed’s Hawkish Posturing
Given the apparently predictive nature of the 1-year-ahead inflation expectations, the return of the 3-year-ahead inflation expectations represents the beginning and not the end of the Fed's efforts to keep a lid on pricing pressures.
The Reserve Bank Of Australia Looks Ahead To Peak Inflation
Australia is apparently still climbing the hill toward peak inflation. In its latest statement on monetary policy, the Reserve Bank of Australia (RBA) projected peak inflation later this year. Why isn't the Australian dollar stronger?
Goldman Sees Entrenched Inflation...Maybe
In its earnings report this morning, Goldman Sachs (GS) highlighted the prospect for "entrenched inflation."
So Much For Peak Inflation
The Consumer Price Index once again came in hotter than “expectations” for both headline and core inflation. Despite past wrongs, the peak inflation narrative finally has a chance to come through with the next report on inflation.
The Fed's Hawkish Pressure Is Working Against Inflation
The Federal Reserve has stuck by its aggressively hawkish stance despite massive pains suffered in financial markets and growing risks of a recession. Markets are so convinced by and so scared of the Fed that they have raced far ahead...
Growing Inflationary Pressures Force Even The Swiss National Bank To Hike Rates
The Swiss National Bank surprised financial markets with a rate hike. The move pushed the SNB into a chorus of central banks scrambling to lean against broadening inflationary pressures. The move also makes shorting the Swiss franc less attractive.
Persistently Elevated, Unactionable Inflation
Bonawyn Eison, from CNBC Fast Money, used the phrase “persistently elevated, unactionable inflation” to describe the current inflationary cycle. Ahead of the disappointing report on May inflation, Eison pushed back on the “peak inflation” narrative.
The Japanese Yen Slips Further Down The Slope Of Policy Divergence
I have remained bearish on the Japanese yen, but I clearly underestimated just how much policy divergence could punish the yen, especially against the U.S. dollar.
Apple And Nvidia Holding Leadership Positions For The Recent Rally
I started the week offering up Apple and Nvidia as shiny examples of the stock market's relentless comeback.
A Time To Exit USD/JPY On A Breakout To 5+ Year Highs
USD/JPY rebounded from its mid-January pullback as expected.
An Orderly Retreat For The U.S. Dollar Versus The Japanese Yen
The U.S. dollar versus the Japanese yen has enjoyed a year-long uptrend. However, breakouts have attracted sellers.
A Fresh Milestone For The U.S. Dollar Vs. The Japanese Yen
With the new year 2022 starting off with a surge in interest rates, the U.S. dollar received a fresh boost.
The U.S. Dollar Braces For Fed Tapering And Tightening
The Fed is more actively talking about tapering its asset purchases. The prospects for tightening monetary policy come with a fresh rally in the U.S. dollar index. Meeting minutes helped push a small breakout for the dollar.
Currency Markets Overreact After Getting Caught Offsides The Dollar
The rush to adjust to the Fed’s message acknowledging increasing inflationary pressures has the look of an overreaction even if directionally correct.
A Bottoming In The U.S. Dollar
DXY broke down below its 200DMA and then its 50DMA before retesting the lows of 2021. With a consolidation of the price action favoring an upward path of least resistance, I see signs of a bottoming in the U.S. dollar.
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