X

Jerome Powell

Europe is the Cyclical Catch Up Trade & Gold is the Hedge

Powell Leaves Wiggle Room for Negative Rates CPI inflation in the US has not yet turned negative on a year-on-year…

Negative Rates or Not, Inflation’s at Your Doorstep

Will the Market Force Powell's Hand on Negative Rates? One assumption Grizzle has been making of late is that the…

Guideposts for Powell’s Direction on Quanto Tightening

Fund managers entered 2019 shaken and stirred. So more of a relief rally would not surprise, most particularly given the…

More Hawk than Dove? Will Powell’s Fed Remove Monetary Punch Bowl

With money markets now discounting three Fed rate hikes this year, and maybe even four, and the 10-year Treasury bond…