Saturday Hark Back - 4 Feb 2023

Central Banks Under the Microscope

Capturing the themes of the week when there’s time to digest them.

• No push back “yet” from Powell

  • Evergreen Gavekal - Disinflation and a potetntially stubborn Fed

  • Fortune - Chair Powell no Kobe Bryant

• Where next for the central banks:

  • Not A Yes Man's Economics - Central Bankers are experiencing a complete loss of credibility

  • Saxo Strats - Pump and dump - Central Bank dovishness and megacap earnings

  • Forex Analytix - The Central Bank train coming to a halt

• January a Macro Review

  • Prometheus Research - Month in Macro - January

 

🧑‍🏫 Education for the eyes and ears:

• Unchained - Did FTX ruin crypto's image on Capital Hill?

• Heard On The Trading Floor - The subtle art of trade management - Excellent article on finding, assessing, structuring and managing risk of trade ideas

 

🥳 To lighten the mood:

• The Spectator - Jim Cramer versus the world - Because why not?

• The Football Faithful - Rating each Premier League club's January transfer window - after a January window that has seen Chelsea outspend the combined spending of the other 4 major European leagues, an assessment of how each club in the EPL has fared

• The Offside Line - 6 Nations preview - The Northern Hemisphere’s best rugby tournament gets underway today

• The Analyst - 6 Nations preview

 

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