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  • Week Ahead

    September labour report was very solid and above forecasts; upgrading equities to buy on the back of Goldman Sachs’ change in recommendation: their new target for the S&P 500 is 6,000.…

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  • Week Ahead

    China injects stimulus into its ailing economy to equities’ cheer, particularly in Europe and Japan. Bonds yields stable in the US, while going down in Europe, with French 10-year yields surpassing…

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  • Macro Dancefloor

    Decoding the Fed’s Playbook: Simple Monetary Policy Rules

    Simple monetary policy rules serve as the central bank’s playbook, guiding their decisions on interest rate adjustments. These rules establish a relationship between the central bank’s policy rate and a relatively…

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  • Week Ahead

    Fed cuts by a surprise 50bp; BOE and BOJ hold. Positive week for equities, driven by value; bonds down a bit as yields rise across the board. Still pay attention to…

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  • FOMC Sep 2024 Meeting

    FOMC Sep 2024 – Speedball or Measured Pace?

    Fed Funds Rates: A Speedball or a Measured Pace? As the Federal Reserve Chair J. Powell gave his strongest signal yet that interest rate cuts are coming, questions about the speed…

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  • Week Ahead

    Value propels most equities higher; Nvidia good, but not good enough to lift Nasdaq to new highs. Bonds a little bit lower across the spectrum. Pay great attention to the August…

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