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Mini Podcast on Macro

Video | David Roche | 19 Nov 24

The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China... 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

Central Banks: Heads Up & Heading Down

Strategy Report | David Roche | 12 Sep 24

#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

The ECB - Has It Killed The Golden Goose

Archive Report | David Roche | 06 Mar 24

#Central Banks #ECB #Germany #Strategy Archive #Economy #Europe #Inflation #Rates #Growth Rate #Federal Reserve #Currency (Euro)

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

The ECB To Keep Rates High

Archive Report | David Roche | 14 Sep 23

#EU #Central Banks #ECB #Strategy Archive #Economy #Europe #Inflation #Interest Rates #Labour Market

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

Three Dark Towers

Archive Report | David Roche | 31 Jul 23

#Finance #Monetary Policy #Central Banks #ECB #Strategy Archive #Bank of Japan #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

Three In One

Archive Report | David Roche | 15 Dec 22

#Finance #Monetary Policy #ECB #JPY #Strategy Archive #Equities #Global Markets #Interest Rates #Bank of England #European Central Bank #Federal Reserve #EUR #BOE

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

The ECBâ€™S Complicated Exit

Archive Report | David Roche | 18 Jan 22

#US #Central Banks #ECB #Euro #Strategy Archive #Economy #Dollar #Eurozone #Europe #Inflation #Exchange Rates

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

Europe - Contradictions

Archive Report | David Roche | 08 Mar 19

#Yen #ECB #Strategy Archive #Dollar #Eurozone #Europe #Growth #Inflation #USD #Rate Hikes #German Bonds

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

Eurozone Recovery - More Than Castles In The Sand

Archive Report | David Roche | 14 Apr 15

#Central Banks #ECB #Strategy Archive #Economy #Growth #Credit #Inflation #Interest Rates #Money Supply

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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