All eyes are on the Fed’s balance sheet. With the Fed fund rates near-record low of 1.5 to 1.75%, any meaningful rate cuts to stimulate investment and the economy have been exhausted. Think about it. A quarter-point rate cut has not got much vavavoom. So has the Fed run out of firepower, as many commentators believe? The answer is no if you think that the Fed’s balance sheet can keep expanding. Theoretically, the Fed,...
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The 2020 financial predictions consensus was recently published by Visual Capitalist, which makes both a timely and interesting read. It comes as no surprise that in this data-driven world, the 2020 prediction consensus was no lighthearted exercise. Indeed, during December over 100 articles, Whitepapers, and interviews were conducted to get a heads up on where 2020 is likely to take us. As expected, no firm consensus was established....
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December’s election victory of Boris Johnston as UK prime minister has energized the post Brexit plan, which is to convert the UK into a low tax, low regulation, and low public spending paradise. Singapore’s phenomenal transformation from the world’s poorest nations in 1965 to a GDP today exceeding that of the UK’s was cited by the UK government as a showcase study of the post Brexit plan. “Britain can...
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So we have zeroed in on the 2019 market themes but what about 2019 top market trends that shaped the year and could continue doing so into the next decade? The 2019 top market trends likely to reshape business and society going forward is based on a recent research report by McKinsey Global Institute. Globalization in transition was one of the top 2019 market trends Globalization is being reshaped and supply chains are shifting notes...
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As the year draws to a close, on not just another year but also a decade, it’s appropriate to take a look at the 2019 market themes. One of the major 2019 market themes was the Fed chair Powell Put The Fed’s 180-degree policy U-turn from monetary policy normalization, also known as monetary accommodation to monetary easing in 2019 triggered the risk-on trade. Fed Powell Put was one of the major 2019 market themes, which...
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