Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at le... Read More
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25 Aug 25
Odd bins: Jackson Hole, Russia & Shipping
#US Fed#Jackson Hole#US Federal Reserve#US-China Trade War#US-China Trade Relations#Shipping#Putin Strategy#Vladimir Putin#President Putin#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#Geopolitical Disruption#Container Shipping#The Putin Trump Summit.#Jackon Hole Monetary Policy Pivot#Trump’s Crusade Against the US Fed#Trump & Putin
28 Jan 25
The McKinley Factor
#Populism#Investment Strategy#Asset Bubbles#EMU (Eurozone)#Central Banks (US Federal Reserve)#US Exceptionalism#Axis of Autocracies#Alliance of Democracies
Investment Conclusion. Exceptionalism is not just about benefits but costs. The economic policies and geopolitical disruption of the second Trump Presidency are certainly exceptional but will incur more economic costs than benefits. These costs will be spread about the worl... Read More
10 May 22
The Spectre Of Recession
#Finance#Trade#Energy#Food#Politics#Russia#Ukraine#Strategy Archive#Economy#Health#Central Banks (US Federal Reserve)
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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