Powell Pivot

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 basis which is the sort of trigger that is l... Read More»

The Growing Politicization of Central Banks

The worlds of politics and central banks are increasingly converging, just as fiscal and monetary policy have long since started to converge in the conduct ... Read More»