Report
Play it like the Fed
The US news flow continues to be a major factor. This was evidenced by the sharp correction in the markets and how they are pricing in all central banks’ actions following the publication of a higher-than-expected core PCE for Q1. Meanwhile, financial conditions are tightening: real interest rates are higher, GDP is slowing and equity indices are correcting. At this rate, it would not be surprising to see some Fed members raise the subject again. In the meantime, we will have the March PCE in the United States (which will be high) and above all the European inflation figures early next week. European core inflation is set to fall further, but will the markets take this into account, given that they are so focused on what is happening in the United States? Not so sure, with the Fed meeting and the publication of NFPs in the same week.
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Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Cyril Regnat
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