Fed's Barkin (2027 voter) says there is no base case for the December meeting; Current policy rate is likely around or slightly below neutral
Newsquawk Staff ·
Rates/Economy
- Current policy rate is likely around or slightly below neutral
- Last jobs report was 'healthy', but still sees firms in a low-hire, low-fire environment
Communication
- Would be an advantage if each Fed policy meeting were set to include two full months of economic data
Election
- Hard to know the impact of the elections on the economy
- Does not think ballot measures approved in recent elections will impede data centre expansion; firms will find somewhere to build
- [MARKET ANALYSIS] Fixed firms as energy slips and some haven allure comes from the Nvidia/NQ tech pressure
- Daily US Equity Opening News - NVDA board considers CEO ouster after fresh affair allegations; Hon Hai Q3 net profit beat; CRWV slides on USD 4bln financing report; CTVA down on guidance cut; PFE & BX agree USD 1.5bln obesity co-funding
- EUROPEAN OPEN: NVDA falls amid further CEO allegations; Hon Hai Q3 profit tops expectations; SIE GY Q4 revenue beat, confirms SHL GY distribution; RR/ LN announces GBP 1.5bln buyback; MRK GY raises FY26 revenue & EBITDA view; HLAG GY lifts EBITDA guidance
- Newsquawk Daily European Equity Opening News - 12th November 2026
- [MARKET ANALYSIS] T-note futures mildly rebound from the prior day's trough amid lower oil prices and with risk sentiment clouded by the NVIDIA fallout
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