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Central Banks: Heads Up & Heading Down
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 -…
US Presidential Debate - The Undecided.
Harris did better in the debate. But the election is too close to call. Here are the consequences of a Trump or Harris victory
Squawk Box Europe - Debating the Fed - excess focus on unemployment and self exoneration for post-covid ”transitory” inflation?
Is the Fed over-focussed on unemployment rather than inflation? And is its self-exoneration from causing post-covid inflation credible?
US Fed- Jackson Hole- Chairman Powell Speech
US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think?
Japan - Intervention, The Yen And Jgbs Fax
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