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(We’re talking about US rate cuts, not revolution)
And Apple’s legal fight
Figures for consumer prices and core inflation exceed expectations
Plus, readers reply on private credit’s excess returns
Influential investor says US inflation and growth are not at levels where interest rates can fall
That is, as long as the data does not deliver a nasty surprise
Markets price in more than two quarter-point cuts, compared with more than six expected at start of 2024
The wait on a rate cut decision is giving investors the jitters
Consumer prices edge tantalisingly close to target in eurozone but exceed forecasts in US
US central bank needs ‘greater confidence’ before cutting interest rates, chair says
Traders forecast benchmark rate will settle at about 3.5%
Top US monetary policymaker all but rules out cutting borrowing costs as early as May
Swaps markets price in less than 0.75 percentage points of rate reductions
And replies on UK stocks
Comments from central bank chief come after PCE gauge of price pressures ticked higher in February
Progress on taming price rises ‘has slowed and may have stalled’, according to Christopher Waller
Last week’s monetary policy moves mark a shift away from strict inflation targeting
They’re being too loud
And other financial market monsters
If the economy is doing well with the current level of interest rates, why lower them?
Market Questions is the FT’s guide to the week ahead
The Apollo economist on the Federal Reserve’s self-defeating pivot
Demand to lock in yields helps push spreads on high-yield bonds close to their tightest level since 2007
The ‘pretend and extend’ tactics playing out in the sector need to end
S&P 500 and Nasdaq Composite reach record highs after central bank also raises GDP forecasts
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