FED minutes: Inflation’s Grip and Trump’s Shadow
In a display of cautious deliberation—or perhaps just elegant procrastination—Federal Reserve officials decided in December to ease up on the throttle of rate cuts, citing...
Author: J-P. Pizzini
Trump’s Fed Takeover: A Recipe for Chaos
President-elect Donald Trump’s advisers are busy scheming how to reshape the Federal Reserve’s leadership, reportedly eyeing Fed Governor Michelle Bowman for the vice-chair role overseeing...
China’s Yuan Tightrope: Desperate Measures, Diminishing Control
China is pulling out all the stops to defend the yuan as its tightly controlled currency teeters dangerously close to the edge of its politically...
Trump’s Diplomacy: The Art of Bluster and Amateurism
In just one chaotic hour, President-elect Donald Trump managed to call for the annexation of Canada, suggest military action to seize the Panama Canal and...
Stock Market Euphoria: A Reckless Gamble on the Edge of Collapse
Equity investors are hurtling toward a dangerous precipice, ignoring glaring warning signs as stocks hover at their most overvalued levels compared to corporate and Treasury...
Is the FED lost the compass?
In the intricate ballet of central bank policy, clarity in communication is paramount. The better the Federal Reserve’s messaging, the more accurately market participants can...
Russia and Ukraine Shut the Taps on Five Decades of Gas Transit to Europe
The pipeline that once symbolised Soviet energy dominance is no more. After five decades of transporting Russian gas to Europe through Ukraine, the taps have...
Liquidity Risk Looms as US Bank Reserves Plunge Below $3 Trillion
Ah, the ever-delicate dance of quantitative tightening—where the Federal Reserve plays the maestro, and the financial markets pray they don’t miss a step. US banking...
The Treasury Market’s Ticking Time Bomb: a Systematic Risk in 2025
As US debt balloons to unprecedented levels, the allure of being a Treasury market gatekeeper is rapidly fading, leaving some wondering whether the pipes can...