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Showing posts with the label US Dollars

Are Central Banks on an end year pause with rates hikes as they bounce around with Dovish and Hawkish rhetoric? Inflation could become hyperinflation in 2023 with Central Bank's lack of guidance to the market. The Fed's terminal rate should be at 9%

The 10 YR BOND (U.S.) and 10 YR GILT (U.K.) reach 16 year highs. U.K. financial crisis is heating up dragging U.S. yields.

Central Banks slowly beginning an interest rate cycle, lead by the Federal Reserve. Rate now at 1.00%, low compared to past cycles, amidst the global food and energy inflation crisis. The fear of higher rates and slowing economy may be a force of hand play if oil stays above $100 USD. Central banks have not priced in stagflation.

Ruble crashes. The West kicks Russia out of the interbank SWIFT system, thus denying funding in U.S. Dollars. A very Cold War move.