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US Fed
Investing strategies
The end of free money hurts
We see 2022 as the year of the 'Great Reset'
May 25, 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
The inflation tail is wagging the policy dog
Joe Biden is repeating what Donald Trump did
May 25, 2022
Investing strategies
US Stocks will bottom once Fed signals shift
The selloff in equities will reach a bottom once the Fed signals the end of tightening-- until recession is apparent
May 24, 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
Global Economy
Know a good inflation hedge? Tell me, please
If US policymakers follow through on their aggressive tightening rhetoric, we could be in for some testing times.
April 10, 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
US Economy
Fed is whetting appetite for a half-point rate hike
Wednesday’s minutes will provide key details of the likely path forward
April 03, 2022
US Economy
Fed seeks economic soft landing, rarely seen in wild
The US Fed is trying to use higher interest rates to bring down sky-high inflation without crashing the US into a recession
March 31, 2022
Global Economy
Hong Kong raises benchmark interest rate after Fed tightens
The rate hike comes at a time when Hong Kong’s economy has been throttled by its worst virus outbreak ever
March 17, 2022