IN the short term the Fed and the ECB will cut policy rates by 25 bp - no jumbo cuts, Over the easing cycle the ECB will have to cut policy rates more and for longer than the Fed. The EU is entering a period of secular economic decay. The Draghi report speaks not just to the US... Read More
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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
26 Jan 24
ECB - Slow Trains Still Get To Their Destination
#Recession#Strategy Archive#Inflation#European Central Bank#Banking#Economic Policy#Interest Rate Decisions#Christine Lagarde#Eurozone Economy#Unit Profits#Earnings Growth
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 22
Fed & Inflation
#Recession#Strategy Archive#Economy#Inflation#Interest Rates#Federal Reserve#Employment#Jerome Powell
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 22
Fed - What A Difference A Day Makes
#Recession#Strategy Archive#Economy#Inflation#Interest Rates#Federal Reserve#Employment#Jerome Powell
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
26 Jul 22
EU Gas Supply - Let The Games Begin
#Recession#Russia#Strategy Archive#Economy#Inflation#European Union#Gas Supply#NordStream 1#Gas Prices#EU Natural Gas Storage#Gas Inventories#Winter Supplies#Putin Strategy#EU NATO
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
20 Jul 22
Italy - Farewell Draghi
#EU#Politics#Recession#Strategy Archive#Economy#Italy#Inflation#European Central Bank#Mario Draghi#Italian Central Bank
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
11 Jul 22
The Recession Trigger And The Bare Back Cowboy
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 Jun 22
The Broken Plate
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 May 22
Flagship Putinkind
#Sanctions#Energy#Politics#Recession#Russia#Ukraine#Strategy Archive#Economy#Raw Materials#Exports#War#Capital Controls#Trade.#Grains#Current Account Surplus
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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