Reports | Quantum Strategy

US Fed & ECB

Update | David Roche | 12 Dec 24

#Monetary Policy #Central Banks #Yen #ECB #Japan #Euro

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

Central Bank Forecast post US Non-Farm Payrolls

Update | QS Team | 01 Nov 24

#Central Banks #US Fed #ECB #Japan #Japanese Elections #US Labor Market #Bank of Japan

US Non-Farm Payrolls : The Non-Farm Payrolls report shows that only 12,000 positions were added in October (much lower than the exp. 100k, average compiled by Dow Jones) US Unemployment rate is unchanged at 4.1%, in line with expectations. The Bureau of Labor Statistic... Read More

Japan- Turbulence in a Tea Cup

Strategy Report | David Roche | 27 Oct 24

#Elections #Yen #Japan #Japanese Equities #JGBs

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Japanese elections see LDP decimated. There will be a period of uncertainty and volatility for Japanese assets as a messy, weak, coalition is put together at the end of a protracted messier period of haggling. Such volatility is a storm in teacup in the global scale of things. ... Read More

Winter of Discontent

Strategy Report | David Roche | 07 Oct 24

#World #US #Trade #Greyzone Warfare #Tariffs #US Election #Trump #Russia #US Fed #Middle East #Israel #Iran #Japan #Markets #Moscow #Global Outlook #LDP

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There will be a bear market in the next 12 months. The DNA of the bear market is writ large: the inevitable war on Iran’s nuclear weapons capabilities; Russia and Ukraine again becoming economically relevant to markets; unrequited market expectations for growt... Read More

Japan- The LDP leadership election - Why leadership matters

Strategy Report | David Roche | 26 Sep 24

#Asia #Security #Greyzone Warfare #Elections #Politics #China #Japan #LDP #Bank of Japan

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Leadership matters in Japan with the biggest impact being on regional security Read More