Join me for a thorough run down of this Wednesday’s Federal Open Market Committee meeting, where I look at how the market is pricing this meeting and what might happen if the Fed surprises either way and even in the more difficult to predict scenario that there is no surprise at all.
This year marks only the fourth time in more than 20 years that the Fed has embarked on an easing cycle and the beginning of these easing cycles have seen very different outcomes.
In the latter part of the video, I take a look at how every past easing cycle since 1998's unfolded and how risky assets and the US dollar have performed. I also examine what may be driving gold this time around, as the precious metal is finally trying to come alive after a long walk in the desert for gold bugs since its 2011 peak.
Quarterly Outlook Q2 2022: The End Game has arrived
- Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Productivity and innovation have never been more importantAs the world economy hits physical limits and central banks tighten their belts, could equities be facing a 10-15% downside?
The great EUR recovery and the difficulty of trading itIf the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.
Tight commodity markets – turbocharged by war and sanctionsWith supply already tight, commodities keep powering on. But will it last for yet another quarter?
Between a rock and a hard placeGeopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.
The Great ErosionInflation is everywhere and central banks try to combat it. But will they get it under control in time?
Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recessionWhile global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.
Cybersecurity – the rush to catch up with realityWith the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.