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Mini Podcast on Macro
The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China…
Money Talk US Election, China Stimulus and the US Fed
Money talk with Peter Lewis, Mark Nicholson and Barry Wood on the US Election, China NPC Standing Committee & the US Fed
Japan- The LDP leadership election - Why leadership matters
Leadership matters in Japan with the biggest impact being on regional security
Central Banks: Heads Up & Heading Down
IN the short term the Fed and the ECB will cut policy rates by 25 bp - no jumbo cuts, Over the easing cycle the ECB will have to cut policy rates more and for longer than the Fed. The EU is entering a period of secular economic decay. The Draghi report speaks not just to the US…
The Significance of the Inconsequential
There are three political things that don’t matter to markets now but will.
Ukraine- Kursk Offensive
Kursk offensive has potential to be a turning point in this war if Ukraine achieves strategic objectives. If so market effects would be significant.
Troubles Weekend
Recession is the new cloud in the blue sky over markets. The markets now know the colour of fear. Recession is not for now. But fear is. Here's why!
CNBC Europe. US Presidential - Trump Vs Harris- the economic and market consequences
Who is worse (or better!) for the Economy & Markets - Trump or Harris
Joe Biden Withdraws
It is confirmed that Joe Biden has withdrawn his candidacy for the Presidency. He endorses Kamala Harris as his successor. This choice is likely to be endorsed by the Democratic Party. Report follows.
IS Le Dounut Francais (1)
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