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US Economy
US Economy
The case against a recession: The S&P500 does not signal one
"Confronted with a lack of visibility, we refrain from taking a strong position one way or the other"
June 16, 2022
Geopolitics
Three game-changers in the risk environment for Asia
Markets are in a deep funk
June 16, 2022
US Economy
Fed hikes 75 basis points; Powell says 75 or 50 likely in July
"Clearly, today’s 75 basis-point increase is an unusually large one and I do not expect moves of this size to be common."
June 16, 2022
US Economy
Who's to blame for a recession: Biden or Powell?
"Go ahead and tighten as much as you want but it is on you"
June 02, 2022
US Economy
Will US inflation lead to recession?
Consumers are stalling out, and that households and businesses are becoming increasingly pessimistic.
May 25, 2022
US Economy
Fed can still achieve soft landing, says UBS's Jeremy Zirin
The Fed has made it very clear that they’re not contemplating far more aggressive tightening / Bloomberg
May 08, 2022
US Economy
Why the Federal Reserve keeps underestimating inflation
The Fed will have to formulate a more assertive plan for bringing it back down to their 2% target / Bloomberg
May 02, 2022
US Economy
US inflation quickens to 8.5%, ratcheting up pressure on Fed
The March CPI reading represents what many economists expect to be the peak of the current inflationary period
April 12, 2022
US Economy
Yellen says a digital dollar would take years of development
"Issuing a CBDC would likely present a major design and engineering challenge that would require years of development, not months.
April 07, 2022
US Economy
Fed officials reinforce message that rates are heading higher
“I expect a series of deliberate, methodical hikes as the year continues and the data evolve."
April 07, 2022