MM #102 – The Road to Rate Hikes (or not)

To hike or not to hike? The Fed raised the stakes with the minutes. We discuss the impact on markets and the road to the rate hike before previewing the upcoming events.

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  1. .High hopes: The Fed minutes opened the door to rate hikes in June and it had a huge impact on markets. We explain what happened and the motives for the change in wording.
  2. The road to rate hikes: The Fed is data dependent and we lay out the key data points and events on the road to that June meeting that stirs markets.
  3. Preview: It’s not only US data. We preview the market moving publications..

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