In Focus
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Week InAdvance: February 10, 2025
Mon Feb 10 China's tariffs take effect. | Tue Feb 11 Powell's Senate testimony. World Government Summit in Dubai. | Wed Feb 12 Powell in the House. US consumer price index. | Thu Feb 13 NATO DefMins meet in Brussels. | Fri Feb 14 Valentine's Day. Munich Security Conference. Russia rate decision. | Sat Feb 15 60th anniversary of Canada's Maple Leaf national flag. | Sun Feb 16 The EE BAFTA film awards in London’s Royal Festival Hall.
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Week InReview: February 7, 2025
Stocks gain. Bonds pare losses. The ECB’s Boris Vujcic warned that the reversal of globalization could accelerate consumer price increases in the coming years. Meanwhile, the central bank is set to enter a new phase of unpredictability as the terms of seven of its 26 rate setters expire by December. The Fed’s Lorie Logan said interest rates may already be near a neutral level, potentially obviating the need for further cuts even if inflation continues to cool. Austan Goolsbee said that while fiscal policy uncertainty may lead to fewer cuts, he still sees some reductions over the next 18 months. Investors await US jobs report Friday. US stocks eked out gains as traders parsed mixed earnings ahead of jobs data. Amazon.com Inc. tumbled in late hours after projecting profit that fell short of estimates, suggesting the company continues to ramp up spending to support artificial-intelligence services. Bonds pared losses as Treasury Secretary Scott Bessent reiterated his view on a lower path for 10-year yields under the Trump administration. Bessent also said he wants to recalibrate the Treasury Borrowing Advisory Committee. The new US trade war is further blurring the lines between Hong Kong and Beijing, threatening to erode the city’s main selling point as a global financial hub.
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Week InAdvance: February 3, 2025
Mon Feb 3 BOJ policy summary. | Tue Feb 4 Israeli Prime Minister Benjamin Netanyahu’s White House visit. | Wed Feb 5 UN ECOSOC forum. BIS conference in Mexico City. | Thu Feb 6 UK rate decision. New York Fashion Week begins. | Fri Feb 7 US nonfarm payrolls, unemployment. India rate decision. | Sun Feb 9 Super Bowl LIX in New Orleans.
Upcoming Events
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19Feb
CMBS Council Industry Update
4:00 PM to 4:15 PM EST
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The Association of Institutional INVESTORS is an organization of the oldest, largest, and most trusted federally registered investment advisers in the United States. All our members have a fiduciary duty to put their clients' interests first. Put simply, it's not our money. Our members' clients include companies and labor unions, public and private pension plans, mutual funds and 401Ks, and individuals and families who depend on our firms to help them provide for their retirements, to have funds available to educate their family members, to meet other obligations, and to support their financial aspirations. Collectively, the Association's members manage investments for more than 80,000 ERISA pension plans, 401Ks, and mutual funds on behalf of more than 100 million American workers and retirees.Our financial markets connect companies to investors and borrowers to lenders to help corporations create jobs, cities and states build needed roads, bridges, and schools, families finance homes and cars, and pension plans at all levels meet their obligations. These markets allow thousands of organizations and millions of individuals to invest in America, sharing in the success of our nation's businesses and maintaining a stake in the strength of cities, counties, states, and our country.
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