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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02 Aug 24
Autumn Sonata
#Finance#EU#China#US Election#Trump#Yen#Euro#Strategy Archive#Sovereign Debt Crisis#USD#Credibility#Market Predictions#Equity Bear Market#CNH#Growth Gap#2035
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
10 Jul 24
Asymmetry QT vs QE
QT is shrinking of central bank balance sheets. The balance sheets of the developed countries’ central banks have shrunk nearly 17% from their 2022 peak. But this is not reducing liquidity in any way that matters to financial markets. There are two reasons for this explored here.... Read More
17 May 24
China Real Estate - No Bazooka
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
31 Mar 24
Japan Yen Ides Of March
#Finance#Monetary Policy#Japan#Strategy Archive#Bank of Japan#Interest Rates#Shunto Wage Settlements#International Reserves
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
31 Mar 24
Japan And The Yen - Beware Of The Idle Days In April
#Finance#Monetary Policy#Japan#Strategy Archive#Bank of Japan#Interest Rates#Shunto Wage Settlements#International Reserves
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
19 Mar 24
Boj - As Expected
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 Mar 24
China Twin Meetings
#Finance#Asia#Security#Politics#China#Markets#Strategy Archive#Economy#Governance#India#Globalization
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 Mar 24
China's 'Twin Meetings' - The Big Flop
#Finance#Politics#China#Strategy Archive#Economy#Hong Kong#International Relations#Social Policy#Human Rights#Security Law#People's Bank of China
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
01 Nov 23
The US Fed - Much Ado About Something
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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