Thoughts – Insights

"The Day Today" - 22nd August 2019

– FOMC minutes on rate cut meeting show it was a “mid-cycle adjustment” with “a couple” of members wanting 50bp cut and “several” wanting unchanged – Japan manufacturing

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"The Day Today" - 21st August 2019

– Fed’s Daly comments on her support for the last Fed rate cut, it was “to see our economic expansion continue, not because I see an impending downturn” – US Secretary of State, Pompeo,

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"The Day Today" - 19th August 2019

– Trump says he does “not want to do business at all” with Huawei, as a decision was meant to be made today on extending their licences – China interest rate reform will lower borrowing costs – Oil prices

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