Macroeconomics
Why an Emergency Rate Cut is Now on the Table
The US employment data has remained critical for the many hoping for a resumption of Fed easing, be it owners…
All the Reasons For and Against a Fed Rate Cut in September
The hopes for pre-election Federal Reserve easing have increased since the latest employment and inflation data. If the US nonfarm…
When Will Local Buying Drive Japanese Stocks to New Highs?
The pressure on Bank of Japan Governor Kazuo Ueda continues to rise, in terms of accelerating the long overdue normalisation…
The Chinese Property Crash is Heating Up – When Will the Bounce Come?
The pace of property easing in China accelerated last quarter to its most intense level yet, with the central government…
Treasury Yields are Falling But Don’t Be Fooled
The Treasury bond market has been rallying of late on softer US data. This can continue for now. Such a…
How Could Geopolitics Influence The Election?
Financial media continues to focus on such matters as Fed policy and the endless chatter of Fed governors. But the…
Breaking Down the Popularity and Risks of Private Debt
Private credit is the booming asset class, an asset class which has done a brilliant job taking advantage of the…
What a “No Landing” Means for Your Portfolio
It is important in observing markets to monitor alternative narratives and, like any good trader, not to be stuck rigidly…
Are Gold Prices Being Manipulated?
An old contact told this writer recently of something he was not aware of. That is that former Federal Reserve…