Economy

Thank you for inviting me to speak here today.1 The Clearing House is a…
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Investor exuberance has rarely been so optimistic. In a recent post, we discussed investor expectations of returns over the next year,…
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Nasdaq TradeTalks covers the Singapore Fintech Festival for the seventh year in a row, focusing on the insights that will frame 2025, and…
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Most traders wait for a pullback to enter. I don’t. Instead, I focus on timing my entries in specific trading windows for the Asia and…
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The cut the federal funds rate (FFR) by 25bps yesterday as widely expected. We expected it as well, though we still believe that the now…
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The latest UK government budget, which saw big tax rises but even bigger spending increases projected for 2025-26, has forced markets to…
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It’s difficult to count the number of mainstream macro theories that we’ve debunked over the past few years. Many long-used relationships…
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After 25bp cut, Fed Funds is now 4.75%On November 7, the Fed cut rates for the second time in this rate cut cycle, lowering…
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Donald Trump won the election by a clearer and wider margin than what was expected, and the Republicans gained control of the Senate. In…
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We have covered a few different index topics recently, from looking at what makes a company American to how much of your…
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