Thoughts – Insights

"The Two Weeks That Will Be (" - 10th March 2024)

1. The Fed With no change due in interest rates at the FOMC meeting on Wednesday 20th March, the focus will all fall onto any changes to the accompanying Summary of Economic Projections. Specifically, to the dot plot. The central bankers might wish there was less focus on those dots, but if the median FOMC…

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"The Two Weeks That Will Be (" - 25th February 2024)

Before we plunge into the usual wrap of various data and events that might shift the dial on financial and risk conditions, we must step back and highlight three significant factors that are shaping the wider investing and economic world. The first boosts risk; the second hurts it; while the third could go either way….

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"The Two Weeks That Will Be (" - 11th February 2024)

1. The UK It is shaping up to be a hebdomadis horribilis for the Prime Minister. Inflation, far from falling as per his five priorities, is expected to tick higher on Wednesday; a recession could be baked in with soggy Q4 GDP data on Thursday; and, of even more salience to his enemies within and…

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"The Two Weeks That Will Be (" - 28th January 2024)

1. The Fed This should be Powell’s easiest FOMC meeting of the year. There are six coming up before the Presidential election, three of which include the dot plots and economic projections. Everyone knows cuts are coming and so far there has been only the merest smidgen of perturbation that the market is pricing in…

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"Rwanda Vote – Third Reading"

Rishi didn’t lose the battle but only because his enemies know they can force him to lose the war Although it passed its Third Reading there were 11 votes against and 18 abstentions = this equals the 29 that would cancel the government’s majority This was a decision to pull the punches Lee Anderson had…

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