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The Fed and the BOJ: The Manichaean War for Central Bank Independence
The Fed and the BOJ More Fed cuts to come....but not the sort that will contiue to inspire confidence in equity markets. In Japan the battle for central bnk independence will be declared when Ueda raises rate by 75BP in the BoJ December meeting. That will …
Peter Lewis Money talk with David Roche and Fancis Lun discussing: China the green ambitions and why the EU is the over-achieving dark horse; Trump change of tone on Ukraine- blather ot substance; The Fed loss of independence. h
Peter Lewis Money talk with David Roche and Fancis Lun discussing: : China the green ambitions and why the EU is the over-achieving dark horse; Trump change of tone on Ukraine- blather or substance; The Fed loss of independence.
Odd bins: Jackson Hole, Russia & Shipping
Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at le…
RTHK The Close: Jackson Hole Pivot and President Trump’s Crusade Against the US Fed
RTHK The Close: Carolyn Wright, Richard Harris & David Roche discuss Jackson Hole policy shift and Trump’s plot against the US Fed. Market implications.
NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions and False Analysis
NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions & False Analysis
The Jackson Hole Pivot
The Jackson Hole Pivot Investment Conclusion What Chair Powell's newly announced policy means for investors: More asset bubbles in equities, crypto and non-bank credit; Higher inflation down the road as the money will be printed to fund it; …