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July 3, 2024
Nevertheless, the current communication between the two politicians turned out to be very symbolic. It took place in ahead of the may inauguration of the new head of the taiwanese administration, representing the mainlandunfriendly party that has ruled taiwan for the past 8 years and was intended to send a number of political signals to both taipei and the domestic chinese audience. As experts believe, by opening its arms to the former leader of the island, who now does not hold any significant ...
July 3, 2024
Case of consent, and those who go to give birth in other cities of france during the olympics will be paid 25 . My colleagues will have more information at 15 00. With this i say goodbye to you, all the best. Hello, on the air of the program sas is authorized to announce that i am its presenter nadezhda sas. Greetings. And i remind you that this a program for those who want to better understand what is happening and understand how these processes, events, people will affect the lives of everyone...
June 30, 2024
The labor market is starting to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place is actually justified. We have more policy uncertainty which can naturally lead to more Economic Uncertainty which will lead to more market uncertainty and that will end up with more volatility. These things take time. Its hard to have such a dislocating move without creating all kinds of wreckage around that you are not expecting. Lower longter...
June 30, 2024
I think the market is waking up to the fact that the plan that the fed put in place is actually justified. We have more policy uncertainty, which can naturally lead to more Economic Uncertainty which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you are not expecting. If the stock market is pricing in lower l...
June 30, 2024
Starting to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place is actually probably justified. We have more policy uncertainty, which can naturally lead to more economic uncertainty, which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you a...
June 30, 2024
The market is finally catching up with fed expectations. I think the labor market is starting to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place, is actually probably justified. We have more policy uncertainty, which can naturally lead to more economic uncertainty, which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard t...
June 30, 2024
We have more policy uncertainty, which can naturally lead to more economic uncertainty, which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you are not expecting. If the stock market is pricing in lower longterm yield, that could lead into higher evaluation. I dont see a financial crisis on the horizon, but w...
June 30, 2024
Its completely unprecedented. If you correlate deficits, government borrowing to Interest Rate, there is a zero correlation with it. I think rates are going up because of the fear that inflation is going to return and the central bank largess we have enjoyed or last 10 years is going to have to act faster than people think. Is time to understand what is driving yields higher. Is a sort of janet, drip, drip through the year. We know the treasury has more to issue to find out what we expect to be ...
June 30, 2024
It is literally unprecedented. If you correlate deficits, government borrowing, Interest Rates, there is a zero correlation with it. But now i think rates are going up because of the fear that inflation will return and that the central bank will have to exit a lot faster than people think. It is a point to understand what is going on, it is not really the deficit, it is growth with inflation and reflation attached. We know the treasury had more to issue. Also to finance the unwind of the feds ba...
June 30, 2024
You will see will go from 3 to 5 by the end of this year. It is literally unprecedented. If you correlate deficits, government borrowing, Interest Rates, there is a zero correlation with it. But now i think rates are going up because of the fear that inflation will return and that the central bank will have to exit a lot faster than people think. It is a point to understand what is going on, it is not really the deficit, it is growth with inflation and reflation attached. We know the treasury ha...