Five Minute Macro 1-13-2020 – Markets Policy Partners

This week’s top 5 are US Corporate Earnings, Hopes for Global Growth, US-Iran tensions, Central Banks and US-China détente.

TWITTER FEED

Divergent central bank policy continues to roil markets while inflation is showing signs of easing and recession fears grow. UK policy whipsaws and systemic risks of a Fed overtightening continue to grow. https://marketspolicy.com/five-minute-macro-10-3-2022/

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27 Sep

Markets Policy Partners is honored to be hosting Lyn Alden for a Webinar on October 19. If you are interested in joining us, click here: https://conta.cc/3UVMPRB

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26 Sep

The Fed is clearly hung up on what transpired in markets after that midsummer meeting. Minneapolis Fed President Kashkari said that the Fed was upset to see equities going higher...

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26 Sep

UK market turmoil dominates while divergent global central bank policies is still the driving force behind market moves. Global inflation shows signs of easing and Italian bonds underperform as the far right wins. Finally, the EU energy crisis continues. https://marketspolicy.com/five-minute-macro-9-26-2022/

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23 Sep

Nick writes here "This time"... If the Fed is patting itself on the back because it made stocks go down after its September meeting, which is what this tweet suggests, then markets are right to take fright given that a major Fed policy blunder is increasingly likely.

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