Statistics are Backward-Looking, Markets are Forward-Looking
Janus was the ancient Roman god of entrances and exits, thresholds and transitions, beginnings and endings, and in some ways time itself. According to mythology, Janus was present when the world was created and even now presides over the change from one year to the next with January as his namesake. Given his role, it […]
The Inflation Fever is Breaking…..We Expect Central Bankers to Stop Upping the Dose Soon
“Overall, there are early signs that inflation is moderating and that the labour market is getting in better balance”. (Sylvain Leduc, EVP and director of research at the Federal Reserve Bank of San Francisco, September 8, 2022) In addition to trekking the Inca Trail in Peru and attending a storybook wedding in Tuscany, the summer […]