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...
Russia and Ukraine Shut the Taps on Five Decades of Gas Transit to Europe
The pipeline that once symbolised Soviet energy dominance is no more. After five decades of transporting Russian gas to Europe through Ukraine, the taps have...
Liquidity Risk Looms as US Bank Reserves Plunge Below $3 Trillion
Ah, the ever-delicate dance of quantitative tightening—where the Federal Reserve plays the maestro, and the financial markets pray they don’t miss a step. US banking...
The Treasury Market’s Ticking Time Bomb: a Systematic Risk in 2025
As US debt balloons to unprecedented levels, the allure of being a Treasury market gatekeeper is rapidly fading, leaving some wondering whether the pipes can...
Interest rates in US, what to expect in 2025
It wasn’t the modest quarter-point rate cut in December that sent shockwaves through the markets; the Federal Reserve’s updated projections for 2025 raised eyebrows.The Fed...
Germany’s Great Decline
Germany has reached a point of no return. Business leaders are keenly aware, and the public feels the strain, yet the politicians remain curiously paralysed....
Emerging Markets at risk in 2025
Developing nations are entering 2025 with the unenviable task of juggling soaring interest payments on a staggering $29 trillion in accumulated debt, much of it...
Who understands the ECB?
The European Central Bank (ECB) has once again trimmed interest rates—its third cut in as many meetings—while giving markets a fresh dose of ambiguity. With...
Biden’s Last Hurrah: Sanctions Ramped Up as Trump Looms Large
As President Joe Biden’s administration prepares for its swan song, the focus has shifted to a final act of defiance against Vladimir Putin’s war chest....