par New Momentum | Sep 18, 2025 | Non classifié(e)
The Fed finally cuts..markets aren’t buying the full story After nine months of waiting, the Fed finally pulled the trigger with a 25-bp cut, taking Fed Funds down to 4.00–4.25%. Powell called it “risk management,” not the start of a big easing cycle, which kind...
par New Momentum | Août 21, 2025 | Actualités
Fed vs ECB: Divergence at the Breaking Point ⚠️ The #Fed and #ECB interest rate spread is at historically unusual levels. The Fed keeps its policy unchanged at 4.25–4.5%, while the ECB’s cycle appears to be on hold. Markets anticipate the gap will start to close...
par New Momentum | Juil 22, 2025 | Actualités
Bond Markets are repricing Country Risk — Are you ready? ⚠️ When hashtag#France yields more than hashtag#Spain, something’s off in the Eurozone playbook. This quarter, 30Y French OATs hit 4.21%, overtaking Spain’s 4.14% — a rare reversal. Markets are rethinking who...
par New Momentum | Déc 19, 2024 | Actualités
✂️ Fed Signals Stronger Inflation Focus as Rate Cuts Slow Down ✂️ 📌 The Federal Reserve concluded 2024 with a third consecutive interest rate cut, emphasizing a renewed focus on tackling inflation. Chair Jerome Powell acknowledged that inflation projections have...
par New Momentum | Nov 29, 2024 | Actualités
The Decline of Core-Peripheral Divisions in the Eurozone The traditional divide between Eurozone core countries (like Germany and France) and peripheral ones (such as Italy, Spain, and Greece) is fading. Historically, this distinction was rooted in sovereign debt...
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