Pascale’s Perspective

Recent Insights

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    September Rate Cut in Focus: How big? How many to follow?; Fed Members: Doves Gain on Hawks; “The Data” – CPI Cool, PPI Hot

    August 14, 2025

    Fed Intrigue: Miran Nominated to Fed Board; Dark Horse Emerges to Replace Powell; Fed Officials Talking Rate Cuts Soon

    August 8, 2025

    UST Bull-Steepening on Soft Jobs Data; CMBS Spreads Widen

    August 7, 2025

    Japan Market on the Move: JGB Sell-Off, Political Shifts, and Trade Tailwinds, Unwind of Carry Trade?

    July 30, 2025

    Fed Chair Powell Under Fire; Tariff Effects TBD; CRE Transaction Volume Picking Up

    July 23, 2025

    Dateline Washington: 2025 Federal Budget Bill Signed into Law; Solid 10-Year Treasury Auction; Pressure on Powell to Lower Rates; Fed Chair in Waiting?; Tariff Scope and Expected Effects in Flux

    July 11, 2025