Is the US Data that Bad to Justify a Rate Cut?
The recent acute market reaction occurred due to increased recession fears Surprise indices point to […]
Soft-Landing, or No Soft-Landing, That is the Question: Part I
Part I: A New Toolkit to Predict Soft-Landings, Stagflation and Recessions Summary In this first […]
RBA on Hold, But Hawkish Amongst Market Whiplash
The RBA left rates on hold in August as we expected, but their rhetoric and […]
FOMC to Act Decisively, But With Confidence
We have added additional rate cuts at the November and January FOMC meetings to our […]
Bank of England Joins Central Bank Rate Cut Club
Summary The Bank of England (BoE) joined the growing group of G10 central banks that […]
Bank of England Review – Easing Commences But No Game-Changer for GBP
At today’s monetary policy meeting, the Bank of England decided to cut the Bank Rate […]
FOMC: ‘Twas the Meeting Before Rate Cuts
Summary As was widely anticipated, the FOMC left the fed funds rate unchanged at the […]
Fed Review: Mindful of Risks
The Fed made no changes to its monetary policy in the July meeting, as widely […]
Bank of Japan Hikes Rates Further, Slows Bond Buying
Summary The Bank of Japan (BoJ) sprung a mild surprise at today’s announcement, raising its […]
What to Expect from Markets in the Run Up to US Elections?
Presidential race dominates headlines and complicates Fed’s job Equities suffered in the two months leading […]
China Set To Miss Annual Growth Target
And The Third Plenum Suggests No Major Economic Model Adjustments Summary Recent GDP and activity […]
Stagflation from Higher Tariffs: 1970s Redux?
Summary President Biden recently hiked tariffs on $18 billion worth of imports from China, and […]