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Federal Reserve System And Bank Of England Emblems

Monetary Policy Outlook

Short-term Divergence in Monetary Policy Expected The US economy is currently the best positioned of the major economies.   In contrast, Europe has the Ukraine-Russian war plus week demand in China.  Unlike other areas, European data on inflation is mixed puts…

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Stock Market Price Display

Market Outlook Q4 2023

Our outlook is that that the combination of over-priced markets, AI-hype, and geo-political risk will mean a correction sometime in September or October.  This is  is based on the recent escalation of geo-political risk between China and the US on…

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Close Up Look Of Markets Various Bills

August CPI Forecast

The Consumer Price Index (CPI) is one of the most important economic indicators used to measure inflation. It provides valuable insights into the changes in prices of goods and services over a period of time. The CPI is released monthly…

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Map Of China

China Property Market Risk

In recent years, the property market in China has experienced significant growth and has become a vital part of the country's economy. However, there are increasing concerns about the risks associated with the market, especially in light of the current…

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Map Of China

China Deflation and Market Implications

China has recently slipped into a period of deflation. This has raised concerns among economists and policymakers about the state of China's economy and its implications for global trade. In this article, we will explore the concept of deflation, its…

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Stock Market Indices

Apple Earnings and FOMO Trade

Some analysts have kept a buy on Apple such Citi. Don't buy the AI-hype (generative ai) as we think the stock is due for a fall this Thursday. There are several headwinds that have increased the chance of the company…

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Compass On Hundred Dollar Background

The Impact of the Fitch Credit Rating Downgrade

Deterioration in standards of governance eminating from the recent political standoffs and last-minute resolutions on the debt ceiling finally pushed Fitch to downgrade the US fro AAA to AA+. In reality the difference between these two ratings in minimal and…

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Bank Of Japan Notes And Coins

BOJ Signals Flexibility on Yield Curve Control

Bank of Japan Moves Closer to Normalization with Loosening of Yield Curve Control What is Yield Curve Control The central bank basically buys Japanese government bonds whenever the 10-year yields risk going beyond the 0.5% allowable range or below zero. …

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