The US Fed's "Jumbo" 50bp cut in fed fund rates to 4.5% to 5% was not what the well balanced economy needed. It is a step into monetarist populism by the central bank. It unwarrantedly biases Fed policy towards unemployment. . It gives the wrong signal as to where the equilibrium... Read More
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12 Sep 24
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... Read More
11 Sep 24
US Presidential Debate - The Undecided.
Harris did better in the debate. But the election is too close to call. Here are the consequences of a Trump or Harris victory Read More
28 Aug 24
Squawk Box Europe - Debating the Fed - excess focus on unemployment and self exoneration for post-covid ”transitory” inflation?
Is the Fed over-focussed on unemployment rather than inflation? And is its self-exoneration from causing post-covid inflation credible? Read More
26 Aug 24
US Fed- Jackson Hole- Chairman Powell Speech
US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think? Read More
17 Jun 98
Japan - Intervention, The Yen And Jgbs Fax
#Monetary Policy#Yen#US Fed#Japan#JGBs#Strategy Archive#Fiscal Policy#Bank of Japan#Interest Rates#Short Selling#Y170
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. Read More
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