Peter Lewis Money Talk: What is the state of the US economy compared to China’s? Peter Lewis, Gary Ng and Little old me debate, discover and contrast! Read More
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06 Feb 25
US "Exceptionalism" and the USD - the drivers.
How US "Exceptionalism", and the bull market in the US$ and US equities are linked. Since just before the invasion of Ukraine in 2022, foreigners' holdings of US financial assets has risen from US$ 20 trn. to US$ 30 trn. Of this increase 10% was down to increased holding by ... Read More
06 Jun 24
ECB Update
#Strategy Archive#Equities#Inflation#European Central Bank#Banking#Policy Rates#Wages#Deposit Rate#PEPP (Pandemic Emergency Purchase Programme)#Balance Sheet Holdings#Market Impact#US Dollar (USD)
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
22 Jan 15
ECB Dream Ticket
#Monetary Policy#Strategy Archive#Quantitative Easing (QE)#European Central Bank#Banking#Euro Exchange Rate#US Dollar (USD)#Eurozone GDP#Private Sector Securities#Public Sector Securities#Capital Key#Risk Mutualisation
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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