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1 Sep 2025 8 minute read 2 comments Perfectionist25
There's something I don't understand at all. Relations between Trump, the Fed, and Powell should have improved. Why? Because Powell surrendered at the latest Jackson Hall meeting and said, "America's real problem is no longer inflation, it's employme...
20 Aug 2025 2 minute read 0 comments Perfectionist25
The Jackson Hole (JH) meeting is upon us. Every year, news reports are made about it, and its history is charmingly recounted, so I won't delve into that. However, I find it worth reminding that there's no Fed meeting in August, but we're in a time w...
11 Aug 2025 6 minute read 0 comments Perfectionist25
The S&P is losing momentum on the upside. The index is saying, "I'm tired." Furthermore, following the latest agricultural employment data, the likelihood of a Fed interest rate cut in September has begun to rise. I believe that better levels for the...
2 Aug 2025 7 minute read 2 comments Perfectionist25
American markets appear poised to take a break from their months-long rally. The first signs of a correction had been evident since the beginning of the week. Thursday saw a sharper sign. I had quite anticipated a correction in August. It's also a ba...
1 Aug 2025 1 minute read 5 comments Perfectionist25
"I think having an independent central bank is constitutional. In this process, we need to make difficult decisions. We need to make decisions based on the data we have, not political factors." Fed Chair Powell, amid Trump's harsh criticism of the Fe...
30 Jul 2025 3 minute read 0 comments Perfectionist25
This week is a macro week with extremely important events, including Fed and Bank of Japan meetings, key US employment data over multiple days, US growth, and PCE inflation data. Each of these developments/news items has the potential to cause signif...
23 May 2025 4 minute read 1 comment Perfectionist25
By 2025, individual investors have become not only an observable factor in financial markets, but also a decisive force. The sharp decline experienced with Trump’s tariff agenda at the beginning of April is one of the most striking examples of this....
6 May 2025 6 minute read 0 comments Perfectionist25
US President Donald Trump promised to deliver “the most extraordinary first 100 days in American history” at his inauguration ceremony on January 20. So have these promises been fulfilled? For decades, the 100-day milestone has been seen as a symboli...
25 Apr 2025 3 minute read 1 comment Perfectionist25
In fact, when you say “Hot Topic”, 4-5 topics come to mind in the current conjuncture. You are right; we are going through such a time that there are multiple topics, each of which will affect global trade, the course of the economy and investment pe...
19 Apr 2025 2 minute read 2 comments Myxoplixx
Donald Trump’s latest tirade against the Federal Reserve has once again thrust America’s central bank into the political spotlight. In a series of public attacks, Trump lambasted Fed Chair Jerome Powell as “always LATE AND WRONG” and demanded that th...
