What's your market thesis for the rest of the year?
The long view: what you expect for the remaining months, written down where it can be checked later. The thread's value is in the accountability.
Post your thesis:
- the core view and the reasoning
- the pairs that express it
- what would prove you wrong
Background: inflation targets and bond yields for the building blocks.
Background: Inflation targets of the major central banks: Fed, ECB, BoE, BoJ, SNB, BoC, RBA and RBNZ
Most major central banks aim for inflation of about 2%, but the measures and ranges differ. A reference guide to each target, how recent inflation compares, and why the details matter for currencies.
What is the Federal Reserve's inflation target?
2% over the longer run, measured by the annual change in the personal consumption expenditures (PCE) price index.
Which central banks have an inflation target range?
The Bank of Canada targets 2% as the midpoint of 1–3%, the Reserve Bank of Australia targets 2–3%, and the Reserve Bank of New Zealand targets 1–3% with a focus on the 2% midpoint.
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