LiveSquawk Market Talk

Kevin Walsh skipped the dot plot at his first meeting, wrote terser statements, and inherited three hawkish dissents. Marc Chandler maps out where the other six rate-hike sympathisers on the FOMC actually stand — and why the minutes may tell you more about the September outcome than the data prints that preceded them.Marc Chandler, Chief Market Strategist at Bannockburn Global Forex, joins LiveSquawk Market Talk alongside Sam Cutler of 333 Capital.

Read Marc's daily commentary at marctomarket.com, follow on X at https://x.com/marcmakingsense and on LinkedIn at https://www.linkedin.com/in/chandlermarc/

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Trueflation at 1.29%, waste management volumes at pandemic lows, and record apartment concessions — the real economy is whispering recession while energy prices scream inflation.

So why might the Fed hike anyway, and what would that tell us about what comes next?

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The Bank of Japan may be moving from biannual to quarterly hikes — a marginal policy shift with an outsized signal.

Combined with a one-third market probability of a Fed hike and a nailed-on ECB move in September, this week's central bank calendar is anything but quiet.

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Energy prices, geopolitical flashpoints, and a Japanese yen under serious pressure - it's a challenging backdrop for any central bank. Nussbaumer and Grimm dissect whether the ECB's anticipated pause is prudent caution or a costly misstep.

Follow Beat Nussbaumer on X: x.com/MacrobeatL

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Estimates are going up, not down - and that alone should raise eyebrows. Christine Short of Wall Street Horizon joins LiveSquawk to unpack why analyst optimism is running unusually hot heading into Q2 and what the banks' blowout results really signal.

Follow Christine Short on X: https://x.com/christinelshort

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