Update: ECB Fed BoJ Expect 25bp cut from the ECB today. Not 50 bp. The economy is bad enough for a 50bp cut But the ECB is still on the scenario that falling inflation offsets falling nominal wages so that rising real wages get spent as consumption. I doubt it , unlike the... Read More
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26 Aug 24
US Fed- Jackson Hole- Chairman Powell Speech
US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think? Read More
05 Aug 24
Troubles Weekend
Recession is the new cloud in the blue sky over markets. The markets now know the colour of fear. Recession is not for now. But fear is. Here's why! Read More
01 Aug 24
Autumn Sonata
#EU#Geo-economics#Tectonic Shifts#Protectionism#Energy#Oil#China#China Plenum#Monetary Policy#Central Banks#Geopolitics
Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear. Read More
24 May 24
QT Vs QE - The Nature Of Asymmetry
#Monetary Policy#Central Banks#Strategy Archive#Economy#Liquidity#Global Crisis#Governance#Financial markets#Quantitative Easing#Quantitative Tightening
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
22 Mar 24
FOMC - Mirabile Dictu
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
15 Mar 24
Japan Boj Mood Music
#Monetary Policy#Japan#Markets#Strategy Archive#Bank of Japan#Government Debt#Interest Rates#Banking#Yield Curve Control
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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