Orient express - Macro Thoughts November 8, 2017
Here is Macro Thoughts' latest central bank report, entitled 'Orient express'.
'During 2017, Macro Thoughts has highlighted the changes in personnel and the mandates of central banks globally, which will impact on monetary policy globally. While focus has been on the nomination of Jerome Powell for Fed governor, which looks to be an act of continuity, the central banks of China and Japan will soon be considering the future of their Chairmen, while the central bank that first introduced inflation targeting, leading the rest of the world, looks set for a 2018 makeover'.
'Xi has written himself a place in China’s history, therefore whatever happens over the next 5 to 10 years will reflect on him. He has already shown a ruthless streak, both in domestic and international politics. While the West may see North Korea as a dictatorship problem than needs to be addressed, Xi sees South Korea’s acceptance of US missiles as a threat, and given China’s holding of US Treasuries, this poses a significant threat to the West’s financial system, should he decide to hold a fire sale'.
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