Jason Martin's Comment & Analysis
A complete archive of Jason Martin's articles, including current analysis & opinion.
Fed clearly leads the global pace of policy normalization despite Trump 'displeasure'
BoE wary of Brexit crash forcing it to slam on the brakes
ECB coasting in neutral
BoJ stuck in pit for...
Volatility surrounding the possibility of four rate hikes in 2018 has been escalating
A shift in one Fed member’s forecast from three to four will alter the median outlook
Recent trade tensions...
Last week the US re-instituted economic sanctions against Iran
Secondary sanctions against European firms doing business in Iran could cost billions.
Waivers or an EU legislative move would reduce the...
Vehicle origin sticking point close to resolution
All three countries face political pressure to close a deal
Markets have seen little overall impact and are likely to close the book on...
With UK’s official exit from the EU just 1-year away, agreements are far from settled
Pound celebrates a slight decrease of uncertainty
Though some “preliminary agreements” were...
Dot plot shows Fed becoming slightly more hawkish
Dollar and Treasury reaction suggests markets expected more
4 rate hikes are just “one step” away
The Federal Reserve followed the script...
Markets prepped for 25 bp rate hike
4 total moves in 2018 remains a possibility
3 focal points to watch for hints on future hikes
The Federal Reserve’s tendency to over-telegraph its decisions...
Speculation rampant about the reasoning behind Trump’s timing
Tariffs’ impact appears negative from historical standpoint
Market focusing on fears of global trade war
Potential trade war...
Yellen’s track record is a tough act to follow
Powell is left with the responsibility of further policy normalization
“Over-communication” in current policy may be Fed’s fatal...
Among the positives: bottom line push for multinationals and exporters, increased tax revenue, U.S. job creation
Among the negatives: weaker consumer spending, some firms hit via trade, higher fuel...