18-12-05 M4 No18

Baf5df007c8e457d941726413db8e1eb?s=47 Cantillon Consulting
December 05, 2018

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.


Cantillon Consulting

December 05, 2018