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Regular articles that provide the latest accounts on recent political decisions and economic data, as well as identifying potential mid to longer-term risks for your investments.

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Forget Powell

  • We thought Jerome Powell was the “tail risk guy”, arguing “He’s not really the pilot steering the plane, more the one waving paddles on the ground to make sure it lands safely
  • We were wrong. 

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The Fed

++ No rate cut. Powell will be dovish, but not dovish enough to save equities or the US Dollar ++

  • The first interest rate cut from the Fed since December 2008 is given a one-in-five probability for today’s Fed meeting,

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The Fed

++ No rate cut. Powell will be dovish, but not dovish enough to save equities or the US Dollar ++

  • The first interest rate cut from the Fed since December 2008 is given a one-in-five probability for today’s Fed meeting,

Read more >