Friday, 28 August, 2026
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
Tuesday, 25 August, 2026
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
Monday, 10 August, 2026
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
Thursday, 30 July, 2026
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
Friday, 05 June, 2026
Al Arabiya correspondent: Iran informed Pakistan of its acceptance to transfer part of its uranium to a third country it agrees upon Read More
Thursday, 21 May, 2026
🌎 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
Friday, 15 May, 2026
{WO} Overview: Some fairly dramatic risk off moves in Asia with equities under pressure along with gold, while yields, USD and oil are higher. Trump’s Fox interview fed into a move higher in oil after he said “we don’t need the Strait of Hormuz open”, with WTI July contract rejecting a dip into the low $95s and trading to around $98.50, which weighed on risk and pushed equities lower with some additional derisking into the […] Read More
Monday, 11 May, 2026
Overview: Asia opened the week on a cautious note as a rejection of ceasefire proposals kept the US-Iran conflict unresolved. Trump branded Iran’s latest response “totally unacceptable” on Sunday, with Tehran dismissing the rebuke as carrying “no weight.” Brent surged to around $105.50/bbl on the breakdown, with the move higher weighing on Treasuries, the 10y yield adding 3bp to 4.39%, and US equity futures edging lower. On the margins, a Qatari LNG tanker completed the […] Read More
Tuesday, 28 April, 2026
@realDonaldTrump Iran has just informed us that they are in a “State of Collapse.” They want us to “Open the Hormuz Strait,” as soon as possible, as they try to figure out their leadership situation (Which I believe they will be able to do!). Thank you for your attention to this matter! President DONALD J. TRUMP Read More
Friday, 24 April, 2026
EARNINGS ARE GOOD, BUT DEMAND PULL IS HIGH: following on from earlier inflation comments from corporates – earnings so far show strong US and modest European beats on sales and EPS, but there is a risk of supply snag fears pulling demand forward. Flash PMIs (out yesty) point to this: – US manf PMI was 47-month high, driven by the largest new orders influx since May 2022 and rising input inventories at the fastest pace […] Read More
