Month: February 2026

Vault

“Plenty of more stimulus back into the economy at a time when they are desperately trying to get prices down,” says Scott Phillips…about Australia. This could be the “equivalent of 2–3 rate cuts.”

January 9, 2024

“They are in very good shape,” says Brian Moynihan on the U.S. consumer. “They have money in their accounts; they’re employed, and their wages are growing.”

December 21, 2023

A few years of higher for longer could be good for the economies’ soul. If the Fed lowers rates, it’ll recharge the buying frenzy and real estate inflation it should want to cool.

December 18, 2023

Dan Wang of Hang Seng Bank says that, in China, deflation will intensify in 2024 and residential home prices will continue to go down.

December 12, 2023

Former Dallas Fed Pres. Richard Fisher: “The real question for me is not the Fed here; it’s the auction schedule of how much and who is gonna digest over $800B in offerings of the Treasury… in the first quarter (of 2024).”

December 2, 2023

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