top of page
Search
Alex Haseldine
Aug 63 min read
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...
16 views
Alex Haseldine
Jan 261 min read
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, 20231 min read
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, 20235 min read
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, 20231 min read
Fading Away
Inflation pressures are subsiding, especially in the goods sector..
14 views
Jonathan Wilmot
Sep 28, 20226 min read
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, 20221 min read
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, 20220 min read
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
bottom of page