News Library
Showing All Results
RTHK The Close with Carolyn Wright.
All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright.
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK.
US Fed - less cuts to come - “wannabe” but “won’t be” macro forecasts - and fudging the equilibrium rates question.
US Fed. Cut as expected = 25bp. One dissent - Beth M. Hammack. Less cuts to come. Positive for US$ Vs EURO & Yen. “Wannabe” but “won’t be” macro forecasts - and fudging the equilibrium rates question. But this piece explains why US equilibrium Fed Fund Rates is 4%. US…
Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets
The Fed acts to reduce the number of interest rate cuts in 2025. Underlying this is that the Fed Funds Rate is already close to the neutral rate and more cuts are not needed given that the economy is motoring and inflation is a bit high. But the knock-on effects on markets arou…
Central Bank Update
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.
ECB - Reframing Your Dreams
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.
Currency Shifting Sands
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.
What If Monetary Policy Is Dead
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.
US - Labour Market Key To The End Of QE
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.
No Cred For The Fed Update
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.