KaxaNuk’s Post

My Article in Today's Amrit Vichar Newspaper-Business page all India edition on “Impact of USA Fed rate cut on Indian markets”. A must read for everyone investing in Indian stock markets taking into consideration the US Central bank policy Decision.

BoJ: The global central bank week comes to an end with the BoJ keeping rates on hold as widely expected. Ueda's press conference was relatively dovish compared to the recent rhetoric from various BoJ speakers. He stated that upside inflation risk has eased, giving the bank time to considering its policy and the need to watch the impact of market moves and recent rate hikes on the economy and inflation. This suggests that the BoJ will raise rates again if their outlook is realized but is in no rush to do so. USDJPY is breaking above 143 in a short squeeze as Japan heads into a 3 days weekend.

Economic data has been coming in stronger than expected for the developed markets, and particularly so for the U.S. Most central banks are expected to continue to reduce interest rates over the coming months. China also announced that it will be adding some policy stimulus of its own. The next big inflation report will occur at the end of the month, when the U.S. PCE deflator will be released. For the time being, ongoing economic growth, contained inflation, and incremental policy stimulus has maintained a strong bid under the price of riskier asset classes. But the risks to this base case scenario will be closely monitored. Read for more.

Check out this week's Macroeconomy Report where we cover Bank of Japan's interest rate hikes and its implications! The BOJ surveyed Japanese companies to assess the impact of its rate hikes after years of having negative interest rates. The findings from the survey supports that inflation is set to stay around the Japanese central bank's 2% goal. Also, comment your email address to be a part of our mailing list! Analyst: Saiuri Parimi

From S&P Global Market Intelligence: Central bank updates will be in abundance in the fresh week including the release of the latest FOMC meeting minutes and the Jackson Hole symposium. August flash #PMI will be the data highlight of the week, providing clues on output and #inflation developments ahead of the highly anticipated September Fed meeting. Additionally, key official data releases include inflation figures from the #eurozone and Japan. Read the Week Ahead Economic Preview: https://okt.to/vyD7eH

Global central bank and inflation update after Turkey cut rates for the first time since early 2023 Bergos AG Bankhaus C. L. Seeliger KG #macroeconomics #centralbanks #inflation Source: Creative Planning (link in the comments section)

Navigating Economic Challenges: A Path Forward for the #Eurozone 🌍💼 As we observe the current #economic #landscape, marked by persistent #inflation and #negative #growth in #major #economies like #Germany, it's clear that the #Eurozone faces significant #challenges. Inflation, as a lagging #economic #indicator, suggests that we may be on the brink of a deeper recession. To recover and thrive in the long term, #strategic #actions are essential. Key Recommendations for Long-Term Recovery: Monetary Policy Adjustments 💵: 💡 Interest Rate Reductions: Central banks should consider further lowering interest rates to stimulate borrowing and investment. 💡Quantitative Easing (QE): Implementing QE can inject liquidity into the economy, supporting both businesses and consumers. Fiscal Stimulus 📈: 💡Targeted Investments: Governments should prioritize investments in infrastructure, green technology, and digital transformation to create jobs and stimulate demand. 💡Social Safety Nets: Strengthening welfare programs can support vulnerable populations and sustain consumer spending. Innovation and Competitiveness 🚀: 💡Support for SMEs: Providing financial and technical assistance to small and medium-sized enterprises (SMEs) can foster innovation and drive economic growth. 💡Research and Development: Increased funding for R&D can position the Eurozone as a leader in emerging industries. 💡Enhancing Trade Relations 🌐: 💡Diversification of Trade Partners: Expanding trade agreements and diversifying supply chains can mitigate risks associated with over-dependence on specific markets. 💡Promoting Exports: Encouraging exports through incentives can help balance trade deficits and support domestic industries. Sustainability and Green Transition 🌱: 💡Investment in Renewable Energy: Transitioning to a sustainable energy framework not only addresses climate change but also creates jobs and stimulates economic activity. 💡Circular Economy Initiatives: Promoting a circular economy can enhance resource efficiency and drive innovation. By implementing these strategies, the Eurozone can pave the way for a resilient and sustainable economic future. 🌟 Let’s engage in a discussion on how we can collectively navigate these challenges and seize the opportunities that lie ahead! #Eurozone #Economy #Inflation #MonetaryPolicy #FiscalStimulus #Sustainability #Innovation #Trade #EconomicRecovery #Leadership #FutureOfWork

I’m predicting in the next 5 years we will see the D500 Note. Why? I believe there are 3 main factors to consider before producing a note. How’s the inflation doing? What’s the next move from central bank policy makers? What’s the real Growth rate in Gambia looking like in the next few years? If prices continue to rise, the 500 dalasis note might become necessary. To also put in mind, economic growth could increase the demand for larger notes . Finally, it’s up to the Central Bank of The Gambia to decide when or if a 500 dalasis note is needed. If inflation and growth remain stable, it might take a while, but if pressures increase, we could see it in the next few years. This image was generated by Ai

The Middle East is overshadowing a clear improvement in market fundamentals.

Canadian inflation eases in April, rises at slowest pace in three years. U.S. Central bank's latest meeting minutes show concern over stubborn inflation. Read more in our latest edition of the Weekly Economic Headlines.