Clearly a dovish statement if you read through it. Interestingly enough they also removed the statement about the financial system being healthy and strong. And btw prices dont need to go down for inflation to decrease, just need to go up at a ...

Federal Reserve issues FOMC statement

Technically its not a recession but fact speaks for itself regardless of branding. EU economy is sinking. Slowly but surely.

Gross domestic product in the 4th quarter of 2023 down 0.3% on the previous quarter

Auch

Flash estimate of the Consumer Price Index (CPI): Jan 2024

Thats because the americans live from hot air ((:

Personal Income and Outlays, December 2023

Yes that ugly numbers

ECB's Simkus: I'm confident that data won't support a cut in March

Same as central banks. Central banks has notoriously poor forecasting.

ECB's Simkus: I'm confident that data won't support a cut in March

Where I am I dont see prices on food moving up in uncontrolled manner. Yes it did take a hit but definitively the price increase has moderated significantly. Thats for France and Denmark.

ECB's Kazaks: The ECB is data-dependent, not date-dependent

No I think the inflation will surpsise significant to the downside compared to ECB forecasting. But even if inflation is a bit more sticky than I think it will be in EU ECB will choose rate cut and let inflation stay a little elevated for a bit ...

ECB's Kazaks: The ECB is data-dependent, not date-dependent

Doing everything they can to manipulate rates. But time will tell that markets are right again. Not even thinking about thinking about )

ECB's Simkus: I'm confident that data won't support a cut in March

Which is the only argument for not cutting. But ECB will have to cut before and much more than FED. The US economy is in much better shape than EU. So eventually ECB will have to depart from the FED approach.

ECB's Kazaks: The ECB is data-dependent, not date-dependent

What he is saying is that rate cuts are coming in March and not in June.

ECB's Kazaks: The ECB is data-dependent, not date-dependent

Data is already there. Just get the job done. Even if EU has to chise between 2 evils just cut the rate

ECB policymakers open to start discussing future rate cuts in March if data points to...

Likely? Love it!

ECB's President Lagarde: The economy is likely to have stagnated in Q4

Where do you see that? Thats not my reading of these 5 lines. Wait for the boss to shout it out.

Monetary policy decisions

If I was to put my salary on a presidential bet it would be Trump. Actually, looking from outside its a bit embarassing that the Democrats doesnt have anything better than Biden to run for office.

Americans’ economic outlook brightens as inflation slows and wages outpace prices

Shorting the indexes will always be a temporary position. Longs can last forever. In my private savings (not my day/swing) I would never dream of shorting the indexes. I dont entertain the idea that I can catch the top and the bottom long term.

US output growth fastest for seven months at start of 2024, prices charged rise at slowest...

FED is fighting Biden/Yellen, not the average American on the street.

US output growth fastest for seven months at start of 2024, prices charged rise at slowest...

That said, there are some scary potential conflicts out there. Lets hope we can stop the clock at least.

‘Doomsday Clock’ Stays at Closest Position to Midnight Amid War, Climate Change, AI Threats

Indeed markets always get a bit ahead. I still think rate cuts are coming massively in EU this year. I might be wrong but thats where I place my bets. I dont see FED cutting as aggessively as priced in. Unless they know something which I dont ((:

Market Is Far Too Optimistic on Euro-Area Inflation, Botin Says

But what another hike or 2 or 3 or 4 do to that? If its a supply shock hiking rates want help. Will it?

Market Is Far Too Optimistic on Euro-Area Inflation, Botin Says