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Subject:

Global Financial Markets

Deteriorating public finances corner central banks

Thursday, 04 September 2025, written by Eddy Markus

The Fed faces a pivotal choice: tame inflation at the cost of sluggish growth and soaring deficits, or fuel growth and risk higher inflation. Our report reveals the path the central bank is likely to take and how it is likely to contribute to a seismic shift in financial markets.
 

This report is published: Bi-weekly

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Previous reports

Interim report – the Fed doesn’t have the answers

Monday, 25 August 2025
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Lower interest rates – and why we have our doubts

Monday, 11 August 2025
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