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A 5 – 4 ruling bolsters Fed independence, but legal uncertainty lingers.
Liquidity shifts from megacap AI to ‘buyers of shortage’.
Upward GDP revisions and sticky core inflation delay policy pivot bets.
Equities hit by volatility, yields flatten, gold drops and oil prices plummet in June.
Early signs of stabilisation in eurozone, a services-led UK slowdown and resilient, inflation-sticky US activity.
ECB Lagarde’s calibrated tightening and the UK’s Burnham’s fiscal tilt.
Europe’s challenge: slowing activity, policy divergence and external risks.
Labour leadership tensions intensify as markets weigh fiscal drift against a cautious BoE.
Equities and the dollar rise, the yield curve flattens and oil drops.
Questions around guidance, transparency and the Fed’s evolving reaction function.
