Fixed income, rates & currency: Optimism fades on mixed data

Federal Reserve Bank of St Louis

January’s market optimism has been subsiding, as forecasts for inflation and US Federal Reserve policy shift the outlook further to the hawkish side. However, the macro picture is not clear. Markets hang on to every new piece of data to clarify the outlook, be it non-farm payrolls, the consumer price index (CPI) or the US Job Openings and Labor Turnover Survey (JOLTS). 

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Ivonne Forno , CEO of Laborfonds