US Financial Markets: Preparing for a Changing of the Guard
Financial markets are bracing for economic changes with the potential arrival of another Trump administration. Inflation is expected to be higher,...
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Political Upheavals Fail to Curb Markets’ Appetite for Risk
Financial markets are downstream to political events due to potential policy changes. Hence, the recent melt-up in US equities does suggest some...
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Fed Sees Economy Cooling as Leading Indicators Also Suggest Softer Looming Trend
Leading indicators of US economic activity suggest further cooling in H2, but the Fed is in no hurry to reduce the federal funds rate. The Fed's...
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PBoC Examines Overhaul of Monetary Policy Framework, but Quantitative Easing Appears Unlikely
The PBoC is studying ways to overhaul its monetary policy tools, including the potential to buy and sell government bonds in the secondary market....
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US Financial Markets Underprice Geopolitical Risks as Equities Flirt With Another Melt-Up
Easier Fed policy and upbeat corporate profit expectations are the foundations for a firm H2 equity market. Investors have largely ignored...
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