Happy New Year '25
2024 was a year of new records and high volatility for markets worldwide.
Notes
Notes gather my informal reflections, working thoughts, and the weekly commentaries I previously published as a standalone newsletter. They include exploratory ideas, data‑driven observations, and occasional automated analyses drawn from a wide range of financial news sources. Views expressed are my own. Mentions are not endorsements. This is not financial advice.
Quiet Christmas
Quiet markets during the holiday season. Acting South Korean President was impeached.
Christmas Fed Cut
The Federal Reserve cut its main interest rate by 25 basis points. BoJ and BoE remain on hold.
New Stimulus in China
Loose monetary policy was announced in China for 2025. South Korean President Yoon was impeached.
K-Drama
A surprise promulgation of martial law in Korea plunged the country into turmoil.
Neighbour Tariffs
US President-Elect Trump announced plans for tariffs for both Canada and Mexico.