Tag: Japan
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Wealthion Macro Bites 11/25/25
Fed Governor Christopher Waller (leading Trump candidate to replace Chair Powell) said the U.S. labor market is weak enough to warrant another 25bp rate cut at the Dec. FOMC meeting (12/9-12/10). “The labor market is soft. It’s continuing to weaken.” […]
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Wealthion Macro Bites 11/19/25
We have been highlighting for several weeks tightening systemic liquidity. Bloomberg reports that primary dealers (Wall Street banks) have pushed back against Fed officials who have urged them to use the Fed’s Standing Repo Facility (SRF) to ease mounting strains […]
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Wealthion Macro Bites 10/29/25
In preparation for tomorrow’s meeting with President Xi in Busan, South Korea), President Trump telegraphed reducing the 20% fentanyl tariff rate on Chinese goods to 10% (in exchange for China’s commitment to curb exports of precursor chemicals) and providing China […]