Monetary Policy Forecast
Our monetary policy forecast stays the same. In short, we believe that the FED will raise more times and to a greater degree than the consensus three rate rises forecast.…
North Korean Risks
North Korea dramatically escalated tensions by testing a very powerful bomb today. Experts are skeptical that it was a hydrogen bomb. However, it is at least 10x more powerful than…
FED Rate and Balance Sheet Forecast
Our forecast has been for the FED to raise rates in June. Although the economic data has been weaker as of late, we are sticking by our forecast. This is…
March Rate Hike and Fed Policy
The market now sees 3 rate hikes instead of 2 for for 2017. We have had this position for some time in our previous forecasts. Regarding the pace of rate…
Turkish Referendum and Dutch Spat
The tensions between Turkey and the Netherlands has heated up with threats of sanctions. From an investment point of view, it is politically motivated on both sides due to the…
Global Macro Watch™ – Market Risks
Investor sentiment reached new highs after the Trump speech last week. Instead of putting new money into the market at this stage, we would suggest investors to tread carefully. Over…
