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
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02 May 24
Central Bank Update
#Yen#Germany#US Federal Reserve#Strategy Archive#Inflation#USD#European Central Bank#EUR#Renminbi#Treasury Securities
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
08 Jul 21
ECB - Reframing Your Dreams
#Euro#US Federal Reserve#Strategy Archive#Dollar#European Central Bank#Banking#Inflation Target#Policy Stance#Asset Purchases#Short-term Market Reaction#Comparative Analysis
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
28 Jan 16
Currency Shifting Sands
#Politics#Markets#US Federal Reserve#Strategy Archive#Economy#Bank of Japan#Currencies#Exchange Rates#European Central Bank (ECB)#China Renminbi#India Rupee#Poland Zloty
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
04 Nov 15
What If Monetary Policy Is Dead
#Asia#Monetary Policy#US Federal Reserve#Strategy Archive#Economy#Currencies#Financial markets#Labour Markets#Overleveraged Economies
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
28 May 13
US - Labour Market Key To The End Of QE
#US Federal Reserve#Strategy Archive#Congress#Quantitative Easing#Labour Market#Unemployment Rate#Janet Yellen
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
14 Dec 07
No Cred For The Fed Update
#Central Banks#US Federal Reserve#Strategy Archive#Equities#Commodities#Liquidity#Commercial Paper#Inter-Bank Market#Risk Premia
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
06 Jan 98
Contagion: Korea, deflation and the US Fed
#US#Japan#Korea#US Federal Reserve#Strategy Archive#Economy#Deflation#International Monetary Fund (IMF)#Global Financial Crisis
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
23 Dec 97
Contagion: Crisis end?
#Monetary Policy#US Federal Reserve#Strategy Archive#Economy#Liquidity#Bonds#Deflation#Global Financial Crisis
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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