Briefings

Archive February 2025

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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.

 

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