The Fed is the center of attention once again with higher expectations for a rate hike following Jackson Hole. We explain what happened and also examine if the data supports it before moving to the upcoming events. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Consistent case for a rate hike: While […]
Some traders are on vacation but markets are on the move. Apart from the suspicious rally in oil, perhaps the summer sun is a good time for a change of heart in the Fed. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Inflating inflation targeting: The Fed and other central banks have […]
Are central bankers losing the plot? We discuss the problematic Fed’s forecasting, the unusual market impact from a rate cut and also update on the US economy and the road ahead. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Update on the economy: It is becoming harder to find a consistent theme with […]
This episode ranges from the BOE to BOJ: while both acted, market reactions were very different. Are central banks asked to do too much? We conclude with a summer preview. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Carney copying Draghi: The Bank of England introduced an overwhelming post-Brexit stimulus package and certainly […]
The BOJ missed high market expectations and left the chopper ground. After dwelling on the not-so-bold new monetary policy we discuss the weakness in the US data and the Fed, continue with a preview for a central bank that will not disappoint and preview other events. You are welcome to listen, subscribe, provide feedback and pledge […]