Summary

During September, the US Federal Reserve (Fed) joined the Bank of Canada, the European Central Bank and the Bank of England, in beginning to cut interest rates. In the States, they did so with a bumper cut of 0.5%. Think of this as a buy one, get one free policy decision and recognition that they […]

Markets Outlook

One September Day Years, they will come and go.Sometimes the tears will flow.Some of my memories will fade,But I’ll always remember that one September day.I used to reminisce‘Cause I thought that love was bliss.How did they know it would go astray?It began, and it ended on one September day.(Nina Simone, One September Day) Reflecting on […]

US Election – Here we go again

After a relatively predictable election here in the UK, where Labour surprised only by its margin of victory, rather than the victory itself; the 2024 U.S. Presidential election is looking the most compelling for years. The era of being comfortable with whether a Democrat or a Republican President was residing in the Oval Office seems […]

Markets summer slip

What follows is a re-print of a note we wrote back in early August following a sharp period of volatility in markets. As the US Federal Reserve became more relaxed talking about falling inflation and the likelihood of cutting interest rates in the wake of a poor jobs report, the Bank of Japan surprised with […]

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