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 ... Read More
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04 Nov 25
Odd bins
#Cold War#NuclearThreats#US Federal Reserve#Change in Leadership#Nuclear Weapons#Nuclear deterrence#Nuclear Arsenal#Central Banks (US Federal Reserve)#Boj what to expect#BoJ#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.
This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio... Read More
26 Sep 25
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
#US Federal Reserve#Ukraine War#Environmental Sustainability#Environmental Policies#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#China - the greening of the economy#Trump Ukraine Rhetoric
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. Read More
16 Sep 25
Odd bins
#US Fed#US Federal Reserve#Central Banks (US Federal Reserve)#Boj what to expect#US Federal Reserve Independence.#BoJ#Trump’s Crusade Against the US Fed#Asian Equities#European Equities.US Yield Steepeners.US Fed Independence.
Odd bins Investment Conclusion Asian equities added as European equities reduced. A warning on Fed Independence. Shipping data show weakness in the US economy. Read More
25 Aug 25
Odd bins: Jackson Hole, Russia & Shipping
#US Fed#Jackson Hole#US Federal Reserve#US-China Trade War#US-China Trade Relations#Shipping#Putin Strategy#Vladimir Putin#President Putin#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#Geopolitical Disruption#Container Shipping#The Putin Trump Summit.#Jackon Hole Monetary Policy Pivot#Trump’s Crusade Against the US Fed#Trump & Putin
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... Read More
25 Aug 25
RTHK The Close: Jackson Hole Pivot and President Trump’s Crusade Against the US Fed
#US Fed#Jackson Hole#US Federal Reserve#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#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. Read More
23 Aug 25
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 Read More
22 Aug 25
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; ... Read More
18 Aug 25
CNBC- Access Middle East: with Dan Murphy and David Roche: What to expect from Jackson Hole & why tariffs are not of temporary effect.
Like it or not, the US Fed's Jackson Hole Conference is going to be all about Fed independence and the battle with President Trump to preserve it. The anodyne (labor market) theme of the Conference will not defuse that bomb. The issue of whether inflation concerns should outwe... Read More
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