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Insights and research on global events shaping the markets

On Friday night, President Donald Trump launched a Solana meme coin named $TRUMP, which has exploded in price in a matter of 48 hours.

The Fed acknowledges that fiscal dominance has arrived in the US

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20/12/2024

A tale of two central banks: the ECB navigates stagflation and the SNB fights deflation pressures coming from CHF strength

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13/12/2024

What are the short-term and medium-to-long-term implications of Donald Trump's election and a probable “sweep” Republican victory?

Flash note

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31/10/2024

Here's a summary of the Federal Reserve’s decision: 1. Interest rates cut by 50 bps for first time since 2020 2. Rate cuts 2 more 25 basis point in 2024 3. Fed governor Miki Bowman dissented in favour of a smaller 25 bps cut. It's the first dissent by a "governor" since 2005 4. Gained "greater confidence" that inflation is moving to 2% 5. Have an evolving outlook as "carefully assess incoming data" 6. Rate cuts of 100 bps in 2025 and 50 bps of cuts in 2026

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19/09/2024

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