Fed
Understanding China’s “Anti-Involution” Campaign
China remains the best example of a country which has not succumbed to the pressure tactics so effectively deployed against…
The Recession That Never Was
The base case remains for a 25bp rate cut by the Federal Reserve in September (i.e. this Wednesday) even though…
An Exploration of Trump’s View on Crypto, Short Term Treasuries and Yield Curve Control
“Trump and hubris” is a phrase that has come to mind of late. It in part refers to the American…
Coronavirus S.O.S. Volume 9: Assessing the Market Bounce
https://www.youtube.com/watch?v=QkJhVDWq3ds&t=3s In the latest episode of Coronavirus S.O.S. we examine the crosscurrents of unprecedented fiscal and monetary stimulus, higher global…
How the Fed is Overshooting its Inflation Target
There would seem little doubt about it, hopes for the normalization of monetary policy, driven by Federal Reserve Chairman Jerome…