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Economy
The Global Power Play Is Far From Over
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all,…
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US Faces Stealth Fiscal Tightening as Tariffs Hit Corporate and Consumer Margins
Pay attention to what’s about to happen in the US.
The US is about to face a fiscal tightening over the next 3-4 months.
Yes, you read it…
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Think Ahead: Why Central Banks Can’t Agree
After the Bank of England’s unprecedented split vote this week, James Smith asks: why can’t central banks just make their minds up on ?…
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Speech by Vice Chair for Supervision Bowman on the economic outlook and community banking
Thank you for inviting me to speak to you today.1 It is wonderful to join…
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Why America Is Suddenly Slowing Down on Electric Vehicles
Electric vehicles were surging, until Washington abruptly hit the brakes. Now the US faces a precipice in its adoption curve. Will it…
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Apple: Is The $100 Billion Deal Really A Smart Move?
Apple: Is The $100 Billion Deal Really A Smart Move?
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A Triple Tail in the US: Bond Auctions Flash Curve Warning
Three tailed US auctions in a row now, and a 2bp tail on the 30yr is a big price miss - a message that the US curve should be higher and…
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Apple: Pawn In The Trade War, But Playing The Board Wisely
Apple: Pawn In The Trade War, But Playing The Board Wisely
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Bank of England’s QT Tweaks Can’t Solve Structural Problems
Sterling markets remain sensitive to US dynamics and risk pricing in a too dovish path of easing by the Bank of England. Any tweaks to…
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