Outlook

Fed Likely to Hold Rates in March. But the Market Remains Under Pressure

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March 18, 2026
The upcoming March FOMC meeting is drawing significant attention, but in my view, the outcome is becoming increasingly clear: the Federal Reserve is unlikely to change interest rates. This is not because everything is stable in fact, it’s the opposite. The global environment is becoming more uncertain, and that’s exactly why the Fed is choosing to stay on hold. Why the Fed Will Not Cut…
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CPI Data in Focus After Bullish Labor Reaction.

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January 13, 2026
Gold and U.S. stocks moved higher following the latest U.S. labor market data, reflecting improving market sentiment. The recent labor numbers showed continued signs of cooling, which markets interpreted as supportive, as ongoing labor market weakness increases pressure on…
NewsOutlook

Labor Market Pressure Keeps Risk Sentiment Supported.

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January 10, 2026
The latest U.S. labor market data delivered mixed signals, but the overall message remains clear: labor market risk is still on the table. While the unemployment rate declined, it remains within a range that still reflects underlying weakness. At the same time, Nonfarm…
Outlook

Is the Federal Reserve Quietly Preparing for QE?

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December 13, 2025
Over recent months, many market participants have noticed a subtle but important shift in U.S. monetary policy. While the Federal Reserve continues to keep interest rates relatively high, it has also begun increasing liquidity within the banking system. This has raised a…