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Jerome Powell believes high inflation is temporary – how are interest rates affected?

Jerome Powell believes high inflation is temporary – how are interest rates affected? By Kelsey Ramirez article Federal Reserve Chair Jerome Powell says rising inflation is temporary. Here s what that means for interest rates. (iStock) Federal Reserve Chair Jerome Powell said in his testimony to Congress on July 15 that rising inflation is temporary, amid growing concerns that the economy is overheating. Inflation has increased notably and will likely remain elevated in coming months before moderating. Inflation is being temporarily boosted by base effects, as the sharp pandemic-related price declines from last spring drop out of the 12-month calculation, Powell said. In addition, strong demand in sectors where production bottlenecks or other supply constraints have limited production has led to especially rapid price increases for some goods and services, which should partially reverse as the effects of the bottlenecks unwind.

Market Cross-Currents

7/26/2021 12:51:55 AM GMT There are many cross currents afflicting markets at present.  Equity valuations look high but US earnings have been strong so far, with close to 90% of S&P 500 earnings coming in above expectations. This has helped to buoy equity markets despite concerns over the spreading of the Delta COVID variant and its negative impact on recovery.  Yet the market doesn’t appear entirely convinced on the recovery trade, with small caps continuing to lag mega caps.  The USD index (DXY) remained supported at the end of last week even as US yields remain capped, but the USD does appear to be losing momentum. Positioning has now turned long according to the CFTC IMM data indicating that the short covering rally is largely exhausted; aggregate net USD positioning vs. major currencies (EUR, JPY, GBP, AUD, NZD, CAD & CHF as a percent of open interest) turned positive for the first time in over a year. 

Jerome Powell believes high inflation is temporary – how are interest rates affected?

Jerome Powell believes high inflation is temporary – how are interest rates affected? By Kelsey Ramirez article Federal Reserve Chair Jerome Powell says rising inflation is temporary. Here s what that means for interest rates. (iStock) Federal Reserve Chair Jerome Powell said in his testimony to Congress on July 15 that rising inflation is temporary, amid growing concerns that the economy is overheating. Inflation has increased notably and will likely remain elevated in coming months before moderating. Inflation is being temporarily boosted by base effects, as the sharp pandemic-related price declines from last spring drop out of the 12-month calculation, Powell said. In addition, strong demand in sectors where production bottlenecks or other supply constraints have limited production has led to especially rapid price increases for some goods and services, which should partially reverse as the effects of the bottlenecks unwind.

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