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(1) Is The Ship Of Fools On Autopilot? (4 min read) Macro Dilettante returns with a colourful take on what Plato tells us about Fed policy.
(Macro Dilettante │ 2nd October, 2020)
(2) Key Events: Week of 5 October (1 min read) An RBA rate meeting, Fed and ECB minutes plus speeches from Powell, Lagarde and others will dominate on the monetary policy front. Services PMIs and September CPI are the key data releases.
(Bilal Hafeez │ 2nd October, 2020)
Donald Trump has COVID-19. How might this affect his chances of re-election? (The Conversation, 3 min read)
Why Armenia and Azerbaijan Are on the Brink of War (Foreign Affairs, 6 min read)
Assessing China’s “Structural” Monetary Policy (PIMCO, 5 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)