Central banks and Goldilocks

Report Date: 2nd February, 2023

The Fed, ECB and the BoE all hiked interest rates as expected. Markets saw the moves as the end of monetary tightening. It’s more likely to be high rates for longer. The USD will weaken some more and bonds will perform.

To read the full report - Login or Subscribe

Author: Independent Strategy

< Back|All Reports|< Previous Next >

Login|How to Subscribe|Browse All Reports|About Independent Strategy

In the Media

Confidence in China isn’t coming back

Confidence in China isn’t coming back

David Roche CNBC Asia Squawkbox 08/11/23

David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand

David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand

David Roche CNBC Asia Street Signs 20/10/23

The US could slip into recession next year because the Fed seem determined to keep rates high for too long

The US could slip into recession next year because the Fed seem determined to keep rates high for too long

David Roche CNBC Asia Street Signs 20/10/23

China in the next decade

China in the next decade

David Roche Bloomberg TV 27/09/23