News list for "Brown"

Strategist: Still optimistic about the dollar "American exceptionalism" remains strong

Michael Brown, senior research strategist at Pepperstone, said in a note that the dollar was weakening in European trading, but its good days were not over. "I remain a firm believer in the dollar bullish," he said. Talk of "American exceptionalism" remains strong. The low likelihood of the Federal Reserve cutting interest rates compared to other major central banks should also continue to support the dollar. The weak phase offers investors an opportunity to buy the dollar. (Jin Ten)

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2025-01-21 16:01:16
策略师:仍看好美元 “美国例外论”依旧强势

Pepperstone 高级研究策略师 Michael Brown 在报告中说,美元在欧盘交易中走弱,但其好日子还没有结束。他表示:“我仍然坚定地相信美元看涨。”“美国例外论”的说法仍然很强势。与其他主要央行相比,美联储降息的可能性较低,这也应该会继续支撑美元。疲软阶段给投资者提供了买入美元的机会。(金十)

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2025-01-21 16:01:16
The Federal Reserve Beige Book: From late November to December, economic activity in the 12 Federal Reserve Districts across the United States increased modestly to moderately.

The Federal Reserve Beige Book: From late November to December, economic activity in the 12 Federal Reserve Districts across the United States increased modestly to moderately.

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2025-01-16 03:00:57
Federal Reserve Beige Book: Manufacturers hoard inventories in anticipation of tariff hikes

On January 16, the Federal Reserve Beige Book said that most Federal Reserve districts reported strong holiday sales during the reporting period, which exceeded expectations. Auto sales rose to some extent. Construction activity generally declined. Manufacturing overall fell slightly, and some reserve districts reported that manufacturers were stockpiling inventory in anticipation of tariff increases. Activity in the residential real estate market was flat overall, with high lending rates contin...

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2025-01-16 03:07:32
Analysts: The Federal Reserve will remain relatively hawkish

Michael Brown, senior research strategist at Pepperstone, said: "I think the non-farm payrolls report will only encourage the dollar to continue to rise, which has been the market's preference for some time, which certainly helps to reinforce the theme of" American exceptionalism "and should keep the Federal Reserve relatively hawkish compared to other G10 members." The biggest risk to the bullish dollar view is that market participants may seek profit-taking/deleveraged ahead of Trump's inaugur...

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2025-01-10 22:02:33
分析师:美联储将保持相对鹰派

据金十报道,Pepperstone 高级研究策略师 Michael Brown 表示,我认为非农就业报告只会鼓励美元继续上行,这是一段时间以来市场的偏好,当然有助于强化“美国例外论”的主题,并应使美联储与 G10 集团其他成员国相比保持相对鹰派。 美元看涨观点面临的最大风险是,市场参与者可能在下周初特朗普就职典礼前寻求获利了结/削减头寸。

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2025-01-10 22:02:33
Agency: U.S. CPI data could push up the dollar and U.S. Treasury yields

In a note, Elias Haddad, an analyst at Brown Brothers Harriman, said the dollar and Treasury yields could rise further if inflation data is released later than expected. As a result, expectations of a US interest rate cut could weaken further. "We think there is room for further adjustments in US interest rate expectations in favor of the dollar and Treasury yields," said the veteran market strategist. The headline CPI is forecast to be 2.7 per cent annualised in November, compared with 2.6 per ...

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2024-12-11 19:22:08
Agency: U.S. CPI data unlikely to change Federal Reserve's near-term policy

Michael Brown, senior research strategist at Pepperstone, said in a note that the U.S. CPI data for November to be released tonight is unlikely to materially change the near-term outlook for Federal Reserve policy. A 25 basis point rate cut next week appears to be a certainty, with labor market rather than price pressures being the main determinant of the current policy shift. Economists surveyed by the Wall Street Journal expect overall CPI growth to accelerate to 2.7% year-on-year in November ...

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2024-12-11 15:26:47
机构:美国CPI数据不太可能改变美联储近期政策

Pepperstone的资深研究策略师Michael Brown在一份报告中称,将于今晚公布的美国11月CPI数据不太可能实质性改变美联储政策的近期前景。下周降息25个基点似乎已经确定,劳动力市场而不是价格压力是目前政策转变的主要决定因素。接受《华尔街日报》调查的经济学家预计,11月份整体CPI同比增幅将从10月份的2.6%加速至2.7%,而核心CPI同比增幅预计将保持在3.3%不变。

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2024-12-11 15:26:47
Agency: US unemployment rate rising enough for Federal Reserve to cut interest rates by 25BP next week

Michael Brown, senior research strategist at Pepperstone, said in a note that the rise in US unemployment should be enough to strengthen the case for the Federal Reserve to cut interest rates by 25 basis points next week. US non-farm payrolls were 227,000 in November, higher than the 214,000 expected by analysts in a Wall Street Journal survey, but the unemployment rate rose to 4.2% from 4.1% published on Friday. If Fed policymakers are concerned that Trump is holding back inflation early in his...

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2024-12-09 15:45:12
机构:美国失业率上升足以让美联储下周降息25BP

Pepperstone 资深研究策略师 Michael Brown 在一份报告中称,美国失业率上升应足以巩固美联储下周降息 25 个基点的理由。11 月美国非农就业人数为 227,000 人,高于《华尔街日报》调查中分析师预期的 214,000 人,但失业率从上周五公布的 4.1%上升至 4.2%。如果美联储政策制定者担心特朗普在总统任期的初期阻碍通胀回落,或者潜在的上行通胀风险,那么他们或许可以跳过 1 月份的...

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2024-12-09 15:45:12
Agency: US unemployment rate rising enough for Federal Reserve to cut interest rates by 25BP next week

Michael Brown, senior research strategist at Pepperstone, said in a note that the rise in US unemployment should be enough to strengthen the case for the Federal Reserve to cut interest rates by 25 basis points next week. US non-farm payrolls were 227,000 in November, higher than the 214,000 expected by analysts polled by the Wall Street Journal, but the unemployment rate rose to 4.2% from 4.1% published on Friday. If Fed policymakers are concerned that Trump is holding back inflation early in h...

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2024-12-09 15:39:10
机构:美国失业率上升足以让美联储下周降息25BP

Pepperstone资深研究策略师Michael Brown在一份报告中称,美国失业率上升应足以巩固美联储下周降息25个基点的理由。11月美国非农就业人数为227,000人,高于《华尔街日报》调查中分析师预期的214,000人,但失业率从上周五公布的4.1%上升至4.2%。如果美联储政策制定者担心特朗普在总统任期的初期阻碍通胀回落,或者潜在的上行通胀风险,那么他们或许可以跳过1月份的加息。

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2024-12-09 15:39:10
Federal Reserve Beige Book: Economic activity rose slightly in most regions.

Federal Reserve Beige Book: Economic activity rose slightly in most regions.

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2024-12-05 03:01:32
Agency: The U.S. economy is strong, and the dollar is expected to rise further

The dollar is strengthening and could continue to move higher, Brown Brothers Harriman Bank analysts wrote. "While the U.S. election results have intensified the move... strong U.S. fundamentals continue to favor U.S. Treasury yields and the dollar higher." U.S. bond markets were closed Monday for Veterans Day, but yields have been moving higher for the past few weeks as markets brace for stubborn inflation on the back of strong growth. U.S. October CPI is due out on Wednesday, and a Wall Street...

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2024-11-12 00:10:16