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Fed satisfies the market but not the mind
The US Fed's "Jumbo" 50bp cut in fed fund rates to 4.5% to 5% was not what the well balanced economy needed. It is a step into monetarist populism by the central bank. It unwarrantedly biases Fed policy towards unemployment. . It gives the wrong signal as to where the equilibrium…
Autumn Sonata
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Asymmetry QT vs QE
QT is shrinking of central bank balance sheets. The balance sheets of the developed countries’ central banks have shrunk nearly 17% from their 2022 peak. But this is not reducing liquidity in any way that matters to financial markets. There are two reasons for this explored here.…
CNBC: French Political & Economic Paralysis
David Roche appears on CNBC and discusses the economic implications of the latest political developments in France.
Quantum Strategy: What it Does & Why it matters to you
Quantum Strategy's value is in mapping the future without assuming time past sets time future. Quantum Strategy is not abstract or academic. We provide hands-on strategies for portfolio's, defence agencies and supply chains among other.
China Real Estate - No Bazooka
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CNBC Street Signs: David Roche discusses Iran's attack on Israel
David Roche: Israeli escalation against Iran is ‘baked in the cake’ David Roche, president and global strategist at Independent Strategy, discusses Iran’s drone and missile attack on Israel and says “you have all degrees of escalation that are possible, but escalation you will ge…
CNBC Squawk Box: David Roche Discusses Bank of Japan's Monetary Policy
Bank of Japan has ‘put a floor under the yen,’ but it is not on ‘firm footing,’ David Roche says David Roche, president and global strategist at Independent Strategy, discusses the Bank of Japan’s monetary policy and the Japanese yen.
Japan Yen Ides Of March
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Japan And The Yen - Beware Of The Idle Days In April
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.