Cmorf1y3ka09ips07k
Cmorf1y3ka09ips07k
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UBS Morning audio comment: Sense or sentimentality?
ubs· gmail-imap· May 22, 2026There is a lot of sentiment data clogging up the calendar today. Quite how strong the relationship is with reality is questionable. https://secure.ubs.com/campaign/r/?id=t60120e8e,143c2649,28e38147&campI
More Waller: Hawkish comments from the Fed Governor
· investinglive-cb· May 22, 2026If shorter run expectations go up, that’s alarming and the Fed might have to take steps There is no way the Fed can go back to the small balance sheet of 2008 The Fed wants to run an ample reserves type system Does not want to go to a scarce reserve system Has not spoken to Warsh
ECB policymaker Demarco says that the ECB will probably need to hike in June
· investinglive-cb· May 22, 2026The ECB will probably need to hike in June The ECB must show commitment to 2% target to stay credible Medium-term inflation expectations remain well anchored There's not much evidence of indirect inflation effects ECB’s meeting-by-meeting approach is still valid Currently I don’t
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