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20 Dec 24

US Fed - less cuts to come - “wannabe” but “won’t be” macro forecasts - and fudging the equilibrium rates question.

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

15 Dec 22

Three In One

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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