This post was originally published on this site.Overall the comments lean hawkish. Bowman’s shift in focus to inflation and her link to Middle East risk keep energy prices at the centre of the Fed debate, which supports the US dollar and front-end Treasury yields. Her emphasis on pace and timeline suggests a preference for gradual tightening rather than aggressive moves, which may temper any repricing toward bigger or faster hikes. For gold, a firmer case for further tightening has been a headwind during this conflict, not a support. Oil traders may read her remarks as a reminder that any further...

This post was originally published on this site.We heard from Bowman earlier: Fed’s Bowman: Persistent inflation, firming labor conditions suggest ‘work to do’ She is on the agenda again duirng the Asian session. Her views won’t have changed in the gap of a few hours! Paulson is also on the agenda.  It’s a failrly non-impactful calendar: This article was written by Eamonn Sheridan at investinglive.com.