US Watch: Powell's patience being pushed

Economics: Fed’s summer vacation is cut short

  • Employment data reflect weakening activity
  • Trump’s tariff war with China lowers inflation expectations
  • Fed to cut rates in June?

Markets: Powell polishes his put

  • After Powell’s remarks, rate markets now discount multiple Fed cuts
  • Equities have rallied, perhaps a sign of investors’ trust in the Powell put
  • But the reaction in the two markets is not entirely consistent

Politics: Bullying Mexico

  • Trump advances on key political goals as he steps back from the brink
  • Senate Republican rift sets outside limits to presidential overreach
  • Looking ahead, watch legal challenges to “Remain in Mexico”

Economics

Politics

05 Apr 2019

Russia: Labour fix

Markets

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