18-12-05 M4 No18

18-12-05 M4 No18

Fed Chairman Jerome Powell's use of that innocent little qualifier, 'just', has unleashed a frenzy of repositioning in markets while President Trump's characteristic inconstancy has begun to disconcert their participants. In light of this, in a bonanza of more than 60 graphs and charts, we end the year's series of in-depth analyses by taking a detailed look at the state of the US economy, pan out briefly to the wider world, and then discuss the implications for asset prices.

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Cantillon Consulting

December 05, 2018
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