Heard From Fortress Hill: Weekly Market Observations (11 Oct 2024)
HSI was volatile, S&P barely moved, and gold remains a strong choice amid Fed rate cuts. We did not do much trade with assumption that the...
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FOMC Minutes from September 18
FOMC minutes show majority support for 50bps easing, with minimal market impact. Governor Bowman was the lone dissenter.
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U.S. Fiscal Policy Post-Election
Concerns over fiscal stress in 2025 due to deficit and interest rates, potential for ratings downgrade, but good yield levels on U.S. Treasuries...
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UK GDP Preview (Oct 11): Moderating Momentum?
UK's economy shows signs of strength with solid gains in first two quarters, but recent data suggests growth may be slowing.
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China: Lessons from the 1997-98 Asian Crisis
Slow credit growth warns of reduced credit supply and demand from Asia crisis; China's high FX reserves and dominance of domestic investors in...
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