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
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01 Nov 24
Central Bank Forecast post US Non-Farm Payrolls
#Central Banks#US Fed#ECB#Japan#Japanese Elections#US Labor Market#Bank of Japan
02 Oct 24
Money Talk with Peter Lewis: China Policy - assessing the equity market blow off and how sustainable it is
#Asia#Elections#China Plenum#Central Banks#Geopolitics#Japan#Market V Planned Economies#Ishiba#Bank of Japan
A great discussion of China's market ramp and its sustainability with Peter Lewis and Enzio Pfeil- everything from culture to Hayek Read More
19 Sep 24
Fed satisfies the market but not the mind
#Finance#Currency#Central Banks#US Fed#Chairman Powell#Populism
The US Fed's "Jumbo" 50bp cut in fed fund rates to 4.5% to 5% was not what the well balanced economy needed. It is a step into monetarist populism by the central bank. It unwarrantedly biases Fed policy towards unemployment. . It gives the wrong signal as to where the equilibrium... Read More
12 Sep 24
Central Banks: Heads Up & Heading Down
#Currency#Politics#Trump#Central Banks#Recession#Harris#US Fed#Draghi#Populism#ECB
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
09 Sep 24
RTHK: The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election
#Asia#Trade#Weaponisation#China#Trump#Central Banks#Yen#Harris#Bank of Japan
RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More
28 Aug 24
Squawk Box Europe - Debating the Fed - excess focus on unemployment and self exoneration for post-covid ”transitory” inflation?
#Monetary Policy#Central Banks#US Fed#Chairman Powell
Is the Fed over-focussed on unemployment rather than inflation? And is its self-exoneration from causing post-covid inflation credible? Read More
26 Aug 24
US Fed- Jackson Hole- Chairman Powell Speech
#Currency#Elections#Monetary Policy#Central Banks#US Fed#Jackson Hole#Chairman Powell
US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think? Read More
13 Aug 24
The BoJ, The Yen and Global Liquidity
#Currency#Asia#Central Banks#Volatility#Yen#Global Liquidity#Bank of Japan
Yen Strength - will Japan suck global liquidity dry? Read More
01 Aug 24
Autumn Sonata
#Currency#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
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