Not as Bad as it Feels
The July US payrolls report was the catalyst for a rash of recession fears, prompting the mini crash in risk assets and a...
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Alex Haseldine
- Jan 26
- 1 min
Why are we waiting?
For most intents and purposes inflation is now running close to 2% per annum, or even slightly below...
29 views
Alex Haseldine
- Nov 3, 2023
- 1 min
Not Confident
The Fed isn’t yet confident that it has done enough to return inflation to target, but equally not confident that it hasn’t done enough....
18 views
Jonathan Wilmot
- Apr 6, 2023
- 5 min
In a State of Limbo
Limbo: in a state of uncertainty, up in the air, in abeyance, betwixt and between. (Collins Dictionary). Stuck between heaven and hell...
18 views
Jonathan Wilmot
- Jan 6, 2023
- 1 min
Fading Away
Inflation pressures are subsiding, especially in the goods sector..
14 views
Jonathan Wilmot
- Sep 28, 2022
- 6 min
When the Fed Panics What Does the Market Do?
Panic is the short answer. Some thoughts on the longer answer below…..
38 views
Jonathan Wilmot
- Sep 13, 2022
- 1 min
Dangerous Territory
Today’s US CPI report delivered another shock to markets by giving investors even more reason to fear a Fed policy mistake.
18 views
Jonathan Wilmot
- Jan 26, 2022
- 0 min
A Pivotal Day
Fear and loathing has spread like wildfire in risk asset markets since the Fed "surprised" investors by looking beyond the end of QE...
10 views
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