RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More

A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK. Read More

US Fed. Cut as expected = 25bp. One dissent - Beth M. Hammack. Less cuts to come. Positive for US$ Vs EURO & Yen. “Wannabe” but “won’t be” macro forecasts - and fudging the equilibrium rates question. But this piece explains why US equilibrium Fed Fund Rates is 4%. US... Read More

US Fed. Cut as expected = 25bp. One dissent - Beth M. Hammack. Positive for US$ Vs EURO & Yen. Forecast for policy rates in 2025 up quite sharply from Sept forecast to 3.9% from 3.4% . That would indicate fewer cuts . The FOMC expects policy rate cuts to continue into... Read More

Money talk with Peter Lewis, Mark Nicholson and Barry Wood on the US Election, China NPC Standing Committee & the US Fed Read More

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

Is the Fed over-focussed on unemployment rather than inflation? And is its self-exoneration from causing post-covid inflation credible? Read More

US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think? Read More