Central Banks A drift in Uncharted Waters
The decades preceding the pandemic may have had their rocky moments, but they now enjoy a retrospective glow of tranquillity. That era, marked by subdued...
Category: MARKETS
Betting Against the Tide: Fed’s Next Move Could Be a Hike
It’s a bold, reckless wager, but a faction of bond market traders seems to believe that the Federal Reserve’s next rate decision might defy the...
Trump’s Trade War Redux: Tariffs, Threats, and Drama
President Donald Trump has announced plans to impose tariffs of up to 25% on imports from Mexico and Canada by February 1st, citing what he...
ECB’s Risk Modelling Plan: A Bureaucratic Tightrope Act?
The European Central Bank is once again stepping into controversial territory, proposing that banks incorporate credit data from the region’s financial crises into their risk...
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...
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...
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...