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US Fed & ECB

Update | David Roche | 12 Dec 24

#Monetary Policy #Central Banks #Yen #ECB #Japan #Euro

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... Read More

Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets!

Video | David Roche | 09 Dec 24

#Greyzone Warfare #Geo-economics #Central Banks #Geopolitics #Middle East #Israel #Iran #Lebanon #ECB #IDF #China Stimulus #Syria #Turkey #Bashar al-Assad #Hamas

Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets! China's deflation continues- why it matters? Syria- the two scenarios and how critical they are. ECB - what to expect. US Inflation - service price figures critical Read More

Mini Podcast on Macro

Video | David Roche | 19 Nov 24

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... Read More

Central Bank Forecast post US Non-Farm Payrolls

Update | QS Team | 01 Nov 24

#Central Banks #US Fed #ECB #Japan #Japanese Elections #US Labor Market #Bank of Japan

US Non-Farm Payrolls : The Non-Farm Payrolls report shows that only 12,000 positions were added in October (much lower than the exp. 100k, average compiled by Dow Jones) US Unemployment rate is unchanged at 4.1%, in line with expectations. The Bureau of Labor Statistic... Read More

Central Banks: Heads Up & Heading Down

Strategy Report | David Roche | 12 Sep 24

#Politics #Trump #Central Banks #Recession #Harris #US Fed #Draghi #Populism #ECB

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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... Read More