Ryan Sims insights, thoughts, and analysis

Tag: federal-reserve

  • Dog Wagging the Tail, or Tail Wagging The Dog?

    This morning saw the release on the US inflation report, and it came in under expectations. US inflation edged up .2% month over month, and 3.4% YOY, both missing market expectations by.1%. Ironically, it was 1 week ago today we had the BOC announce, at about this time they were cutting rates by 25 bps.…

  • Heating Up

    Things are heating up….and I don’t mean the weather. Today was quite the day in interest rate circles. The US released their inflation numbers for March, and they were up a lot more than expected. Inflation stopped cooling down, and heated up in March, reversing a trend of easing price pressures. Instantly on the release…

  • Tough Job

    Tomorrow morning at 8:30 am will be a very pivotal moment for a lot of people in finance. Tomorrow morning at 8:30 am EST we see the release of the March employment reports in both Canada and the US. The reason I say tomorrow is a biggie is that there is a lot riding on…

  • Hold Raise and Cut

    As central bank meetings roll out around the Globe for March, we are starting to see some interesting surprises. As everyone and their brother expected yesterday, the US Federal Reserve held their benchmark rate. Interestingly enough, only 90 days ago, markets saw the Fed cutting 8 times in 2024, and now that number is down…

  • Double D’s

    Today I want to look at the double D’s……Data Dependency. Data dependency is something that has become the mantra of central banks, and I think it is important for us to really look at what it means. Now, I am old enough to remember when data was data, and it was released ,and the market traded…