Best year of election cycle
The third year of the US presidential cycle is usually the best. Along with the fourth year of this cycle (2024), the second half is much better than the first two years. The thinking is that the [...]
The third year of the US presidential cycle is usually the best. Along with the fourth year of this cycle (2024), the second half is much better than the first two years. The thinking is that the [...]
The yen reached its highest point in three months versus the dollar last week after Governor Kazuo Ueda signalled that the Bank of Japan is nearing the end of its ultra-loose monetary policy. On [...]
Since interest rates spiked in mid-October, the US dollar has been under pressure. This week, the dollar reached its lowest point in three months as investors are increasingly convinced of a Fed [...]
There are many elections in 2024, from Taiwan in January to the US presidential election in November. As many as 40 national elections are in 2024. In total, 41 per cent of the world’s population [...]
The moment the US federal government runs a budget deficit, money has to be borrowed, usually in the form of government bonds (Treasuries). Before the year 1917, every new state loan had to be [...]
Central banks in Europe and the United States are probably done in terms of raising interest rates. Over the past 18 months, policy rates have been raised at a rapid pace, but the full effect of [...]
After the dollar rose to 150 yen on 3 October, the same dollar suddenly fell 3 yen on 4 October. This raised suspicions of intervention by the Japanese government. This was not confirmed by [...]
The Hamas terrorist attack launched more than a week ago appears to be aimed mainly at frustrating the normalisation of the State of Israel’s relations with its Arab neighbours. Indeed, Morocco, [...]
Asking the question “What do you think of the dollar?” is relatively straightforward. The answer, however, is not. One answer that is always correct is that the dollar is likely to remain the US [...]
Late last year, many economists were counting on a recession in 2023, but it is now clear that the chances of such a recession this year are not so high. Europe is not having an easy time of it [...]