FOMC Acknowledges Its Policy Error and Will Front-Load Rate Hikes
FOMC has tightened 300bp in Mar-Sep'22 & is set to tighten another 125bp by end-22. US recession will likely begin Q2CY23. Avoid stagflationary...
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Taper Talk – Will The Global Liquidity Boom End With A Whimper Or A Bang?
Global Liquidity really matters for asset prices. It is starting to inflect. Taper talk is rising. High Street inflation may not be the threat:...
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2021 Outlook: Will The Dollar’s Long-Term Devaluation Continue?
Capital flows drive currencies and capital is beginning to quit the US. The shadow that looms over the US dollar is the whopping US$5-6 trillion...
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TMI Snapshots: More Signs Of Pressure on Inflation Expectations, USD Upside, And A Silver Lining
Last week we highlighted
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Manufacturing & NFP Rebound in June, but Trump's Poll Numbers Are in the Doldrums
The spectacular manufacturing rebound in June 2020, and the record 4.8 million net increase in non-farm payrolls, suggest that the recession will...
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