Monthly Archives: September 2025
Miran secured Senate confirmation, ensuring representation on the Fed Board after Kugler’s departure
Written on September 16, 2025 at 12:48 am, by
Stephen Miran confirmed to Federal Reserve Board, first executive-branch official since 1935, attending September FOMC.
Lisa Cook is set to participate in the upcoming Federal Open Market Committee meeting following court clearance
Written on September 16, 2025 at 12:48 am, by
Lisa Cook will attend the Fed meeting after court blocks Trump’s attempt to remove her.
Hunter from the RBA indicated that inflation is nearing its target and consumption is improving
Written on September 16, 2025 at 12:18 am, by
RBA’s Sarah Hunter highlights nearing inflation target, balanced risks, and improving household spending at AFIA.
A Bank of America strategist suggests a steady Chinese stock rally, cautioning against another explosive surge
Written on September 16, 2025 at 12:18 am, by
Chinese equities climb steadily, but Bank of America warns another rapid surge is unlikely due to positioning.
TD Cowen predicts a 60% likelihood of the SEC adopting semi-annual earnings reporting, gaining support
Written on September 15, 2025 at 11:48 pm, by
Shift to semi-annual earnings reports gains support, may reduce transparency but streamline corporate compliance efforts.
RBC Capital Markets predicts S&P 500 at 7,100 in 2026, while cautioning about upcoming volatility
Written on September 15, 2025 at 11:18 pm, by
RBC raises 2025 S&P 500 target; forecasts 7,100 for 2026 amid earnings growth and market uncertainty.
Trump supports replacing quarterly reporting for US companies with semi-annual updates to improve management focus
Written on September 15, 2025 at 10:48 pm, by
Trump supports shifting from quarterly to biannual reporting, citing cost savings and long-term management focus.
The dollar might rise briefly after a Fed rate cut, but labour weakness risks decline
Written on September 15, 2025 at 10:18 pm, by
Dollar may briefly rise after Fed rate cut, but weak labor data supports further easing ahead.
This week, markets await Powell’s comments, as TD predicts disappointment for those expecting rate cuts
Written on September 15, 2025 at 9:48 pm, by
Markets eye Fed meeting; Powell may stress data dependence, tempering dovish hopes amid cooling inflation, labor.
Deutsche Bank anticipates the ECB’s next action will be a rate increase towards late 2026
Written on September 15, 2025 at 9:48 pm, by
Deutsche Bank sees ECB’s terminal rate at 2%, expecting no cuts and a potential hike post-2026.
