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Gold prices slide amid uncertain Fed rate cut outlook:

• Spot gold fell $9.4 (0.2%) to $4,740/oz
• June futures declined $20 (0.4%) to $4,767.4

Markets signaling caution on aggressive cuts.

Key angles clashing on Fed rate path:

• Fed study blames tariffs for 3.1% core goods price hike, explaining all excess inflation since Jan...

Markets eye these releases for Fed policy clues amid resilient USD at DXY 99.03:

• US PPI (Apr 14): 1.2% MoM forecast—highest since Apr 2022—tests...

Fed outlook pressures crypto: Bitcoin fell below $71,000, down 0.7% to $70,853, amid fading rate-cut hopes after CPI data.

• High inflation, esp....

Wall Street expects the Fed to slow its Treasury bill purchases as reserve needs ease, signaling a careful unwind of liquidity support. This follows the Fed's pivot from pausing QT end-2025 to buying short-term Treasuries.

Key contrast in US consumer data:

• Sentiment hits WWII-era low at 47.6 amid inflation fears (4.8% 1-yr expectations) and Iran tensions.
• Spending...

Key Economic Indicators

• 🔥 February PCE Data: February 2026 core PCE surged 0.4% MoM and 3.0% YoY, in line with expectations.
• 🔥 March Jobs...

After three consecutive cuts in late 2025, the Fed held rates steady at its January 2026 meeting. Forget cuts – hikes could be next this year.

• Dollar strengthens 0.4%, pushing spot gold down 0.6% to $4,718.98/oz near one-week low
• Oil jumps above $100/barrel after failed US-Iran talks, US...

America's next Fed chair faces a grim twist: running the Fed is one of the world's great jobs, but with Trump in the White House, it's a vice of political pressure.

Key US indicators to watch for Fed inflation and regional insights:

• PPI (Tue): March report follows Feb's hot +0.7% M/M (exp. 0.3%), core +0.5% M/M...

Expert alert: Former Fed advisor Danielle DiMartino Booth slams high rates at 5.25% as ignoring GDP crash to 0.8% and recession signals like retail...

Geopolitical shocks and tariffs are reigniting inflation pressures, dimming Fed rate cut odds:

• Iran war delivers energy shock; prices passing to CPI...

Market blindly bets 89.8% on July 25bp cut, ignoring key risks:

• FOMC divisions growing, with more 2025 dissenters resisting dovish moves.
  -...

• Core PCE surged 0.4% MoM and 3.0% YoY in February
• Right in line with market expectations
• Fed's key inflation gauge refuses to yield, hinting at persistent pressures delaying easing

Key angles on Fed's balancing act:

• Moody's alarm: US job market already declining, recession risks 'uncomfortably high'.
• Fed minutes shift: FOMC...

Danielle DiMartino Booth warns the Fed risks a historic policy error by holding rates high despite clear slowdowns:

• GDP braking: Just 0.5% growth...

• Core PCE exceeded March 2026 SEP projections, with U-3 unemployment below targets—74.5% model odds Powell discusses "Projection".
• Markets agree at...

• Warsh confirmation hearings start next week; Powell may exit post-confirmation, pending HQ probe.
• Hawkish pivot expected: Warsh prioritizes...

Sticky inflation risks loom from geopolitics and tariffs, per March Fed minutes:

• Key phrase: "inflation could prove to be more persistent than the...