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
22 Aug 25
The Jackson Hole Pivot
The Jackson Hole Pivot Investment Conclusion What Chair Powell's newly announced policy means for investors: More asset bubbles in equities, crypto and non-bank credit; Higher inflation down the road as the money will be printed to fund it; ... Read More
10 Jul 25
Parsing FOMC Minutes and Tariff Announcements
#Tariffs#US Fed#FOMC#US Federal Reserve#Federal Open Market Committee (FOMC)#US Federal Reserve Independence.#Trump Tariffs.#US Tariffs#FOMC Minutes#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction
Parsing FOMC Minutes and Tariff Announcements I parsed the FOMC minutes. I think the Fed will hang tough. Seems only Bowman & Waller want to cut. All the others more worried about inflation than the labour market. I expect inflation to rise sharply & durably in... Read More
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