Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Alex Ng is the founder and head of research of the economic and investment research house Fortress Hill Advisors. Prior to founding Fortress Hill Advisors, he worked as an economic research analyst across government, academic, and financial institutes including the Hong Kong Financial Secretary’s Office (Office of the Government Economist), Economic Research Center of the Institute of Asia-Pacific Studies at CUHK, and State Street Global Markets. Alex holds a Master of Arts in Economics degree from Columbia University in the City of New York and a Bachelor of Arts in Economics and Mathematics from Wesleyan University (CT, USA).

Our firm's expertise lies in macroeconomics, global macro,  global thematic research, company and equity research, multi-asset strategy, event driven, and ESG.

We also do proprietary trading on the firm's capital, to try to vindicate our investment thesis. Our flagship publication, Heard from Fortress Hill (HFFH) provides our weekly market observations and is freely available on our website: https://fortresshill-advisors.com/hffh/

Founder & Head of Research

Ohayo Japan | Stocks Stumble Ahead of Jackson Hole

US Rates Strategy: July CPI, Jackson Hole, and Jittery markets

The Week at a Glance: The USD in the (Jackson) Hole amidst Over 1 Million Jobs Disappearing?

Portfolio Watch: Cracks are appearing in the lagging cycle

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

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Macroeconomics

<ul>
<li>Fed Powell clearly signaled a Sep 18 FOMC rate cut, but his analysis on the economy is softer than harder landing.</li>
<li>Though the option of 50bps was not ruled out, the comments from Powell and other Fed officials are more consistent with 25bps than 50bps. </li>
<li>Nevertheless, the Fed is now more focused on the labor market, which suggests we think will be improving even with mere 25bps cut this year.</li>
</ul>


Fed Powell clearly signaled a Sep 18 FOMC rate cut, but his analysis on the economy is softer than harder landing.
Though the option of 50bps was not ruled out, the comments from Powell and other Fed officials are more consistent with 25bps than 50bps. 
Nevertheless, the Fed is now more focused on the labor market, which suggests we think will be improving even with mere 25bps cut this year.


Fed Jackson Hole Guidance