5 October 2023

05/10/2023 Ed Mills, Managing Director, Washington Policy Analyst Key Takeaways The 25th anniversary of the collapse of Long Term Capital Management ushered in a transformative period of unconventional monetary policy. Pandemic-era policies induced a sharp increase in the money supply, thus provoking inflation’s revival. Central banks have raised interest rates in response, but inflation is not …

First Look at the 2024 US Election: A 2020 Rematch? Read More »

05/10/2023 Professor Jeremy Batstone-Carr, European Strategist Raymond James Investment Services Ltd Key Takeaways The 25th anniversary of the collapse of Long Term Capital Management ushered in a transformative period of unconventional monetary policy. Pandemic-era policies induced a sharp increase in the money supply, thus provoking inflation’s revival. Central banks have raised interest rates in response, but …

The Corset, The Contraction And The Financial Markets Read More »