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US Fed & ECB
Update: ECB Fed BoJ Expect 25bp cut from the ECB today. Not 50 bp. The economy is bad enough for a 50bp cut But the ECB is still on the scenario that falling inflation offsets falling nominal wages so that rising real wages get spent as consumption. I doubt it , unlike the…
US Fed- Jackson Hole- Chairman Powell Speech
US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think?
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!
Autumn Sonata
Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear.
QT Vs QE - The Nature Of Asymmetry
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.
Japan Yen Ides Of March
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.
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.
FOMC - Mirabile Dictu
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.
Boj - As Expected
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.
Japan Boj Mood Music
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.