J-P. Pizzini – GLOBAL MACRO INSIGHTS

Inflation Softens, But the Fed Isn’t Ready to Cheer Just Yet

In a rare moment of moderation, US consumer prices rose less than expected in December, providing much-needed relief after months of stubborn inflation. This development...

ECB’s Risk Modelling Plan: A Bureaucratic Tightrope Act?

The European Central Bank is once again stepping into controversial territory, proposing that banks incorporate credit data from the region’s financial crises into their risk...

Oil Markets Boil Over as U.S. Sanctions Hit Russian Energy

Oil prices surged to their highest in over four months, fuelled by a new wave of U.S. sanctions targeting Russia’s energy sector. The measures have...

FED minutes: Inflation’s Grip and Trump’s Shadow

In a display of cautious deliberation—or perhaps just elegant procrastination—Federal Reserve officials decided in December to ease up on the throttle of rate cuts, citing...

Trump’s Fed Takeover: A Recipe for Chaos

President-elect Donald Trump’s advisers are busy scheming how to reshape the Federal Reserve’s leadership, reportedly eyeing Fed Governor Michelle Bowman for the vice-chair role overseeing...

China’s Yuan Tightrope: Desperate Measures, Diminishing Control

China is pulling out all the stops to defend the yuan as its tightly controlled currency teeters dangerously close to the edge of its politically...

Trump’s Diplomacy: The Art of Bluster and Amateurism

In just one chaotic hour, President-elect Donald Trump managed to call for the annexation of Canada, suggest military action to seize the Panama Canal and...

Stock Market Euphoria: A Reckless Gamble on the Edge of Collapse

Equity investors are hurtling toward a dangerous precipice, ignoring glaring warning signs as stocks hover at their most overvalued levels compared to corporate and Treasury...

Is the FED lost the compass?

In the intricate ballet of central bank policy, clarity in communication is paramount. The better the Federal Reserve’s messaging, the more accurately market participants can...

GLOBAL MACRO INSIGHTS

Author: J-P. Pizzini