Broadly hawkish across the board. The vote was unanimous and the dot plot showed 16 of 18 members expecting at least one more hike this year, pushing most banks to revise their calls more hawkish. One more hike expected (4 banks): JPM — sees one more hike in December, in line with the median dot. GS — revised from “September was the only hike” to expecting a second 25bp hike in October (not December), given […] Read More
All firms below expect a 25bp hike on 16 September unless noted otherwise (Jefferies is the exception, still calling for a hold). Vote Count The three July hawkish dissenters (Hammack, Logan, Kashkari) are seen as locks to support a hike, especially given the recent move in energy markets. At least 3 of the other 9 voters (the Philly and NY Fed presidents plus the 7 Board Governors) would need to join them to pass […] Read More
(Bloomberg) — Australia’s central bank is prepared to raise interest rates again if needed, Deputy Governor Andrew Hauser said, warning that upside risks to inflation remain a constant source of concern. “The question now, frankly, for us is have we done enough or is more needed?” Hauser told Australian Broadcasting Corp. in an interview published on its website Tuesday. The ABC said he denied a rate hike was “inevitable” while adding that the Reserve Bank […] Read More
What Would Nancy Do? 24th July 2026: “Nancy Pelosi Discloses Big Investment in This AI Energy Play… Including buying up to $12M of Bloom Energy (BE US)” 5th Sept 2026: “Bloom Energy, Illumina and Everpure will join the S&P 500 index” cheeky little +50% return, with timing right on the YTD lows. Read More
Federal Reserve Chair Kevin Warsh said inflation is still too high and suggested the central bank may have to raise interest rates to bring it down. Warsh acknowledged that recent inflation reports show it has cooled a bit, but said they do not tell him that underlying trends have meaningfully improved. The Fed chair reiterated his skepticism about providing “forward guidance” about whether the Fed will hike or cut rates or stay on hold at […] Read More
Central Bank Views Fed As expected, the Fed left rates unchanged at the July meeting with Chair Warsh offering little in terms of forward guidance. We continue to expect the Fed to remain on hold this year. Inflation remains too high for the Fed’s comfort, so that for now the Fed is continuing to drive home the commitment that they will deliver price stability. We think there’s enough uncertainty around the outlook that Fed officials […] Read More
There’s a fatal flaw in Elon Musk’s abundance utopia In the tycoon’s telling, humanity is on the cusp of “sustainable abundance”. Work is optional. Poverty is abolished. It is a beguiling vision, but also naive. Christopher JoyeColumnist Updated Aug 7, 2026 – 10.16am, first published at 10.00am Elon Musk is selling the world a seductive story. In the tycoon’s telling, humanity is on the cusp of “sustainable abundance” – billions of humanoid robots, powered by […] Read More
Gianni Infantino’s Honours & Distinctions: Kyrgyzstan: Gold Order Bolivia: Grand Cross of the Order of the Condor of the Andes Congo: Commander of the Congolese: Order of Merit Russia: Medal of the Order of Friendship Niger: Commander of the Order of Merit of Niger Uzbekistan: Medal of the Order of Doʻstlik Indonesia: First Class of the Order of the Star of Service Kosovo: Presidential Medal of Merit Mongolia: Friendship Medal Colombia: Officer of the Order […] Read More
Al Arabiya correspondent: Iran informed Pakistan of its acceptance to transfer part of its uranium to a third country it agrees upon Read More
🌎 Just doesn’t feel like the move yesterday on Trumps heard before comments and the ruse that both sides had papers to sign (which seems to be the same as previous – both have their stances but the two don’t meet) and couple that with the next round of talks “next round of negotiations after Hajj season” headlines…. That’s May 30th onwards. Assuming no change in SoH situation until those negotiations – that is another […] Read More
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