Showing posts with label Monetary policy. Show all posts
Showing posts with label Monetary policy. Show all posts
Monday, April 5, 2021

5/4/21: The Coming Wave of Financial Repression

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  In a recent article for The Currency , I covered the topic of the forthcoming wave of financial repression, as Governments worldwide pursu...
Wednesday, February 3, 2021

3/2/21: Monetary Easing and Stock Market Valuation

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There has been quite a puzzling development in recent years in the monetary policy universe. A decade plus of ultra low interest rates has b...
Tuesday, August 11, 2020

11/8/20: Euromoney Seminar on Longer-Term Trends in Economics

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  My seminar from last week for Euromoney  is now available online here:  https://zoom.us/webinar/register/3015960150760/WN_zHo5R5sNTMyKzm9x...
Thursday, June 18, 2020

18/6/20: Cheap Institutional Money: It's Supply Thingy

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In a recent post, I covered the difference between M1 and MZM money supply, which effectively links money available to households and inst...
Saturday, June 13, 2020

13/6/2020: What Do Money Supply Numbers Tell Us About Social Economics?

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What do money supply changes tell us about social economics? A lot. Take two key measures of U.S. money supply: M1, which includes funds ...
Friday, June 12, 2020

12/6/20: Summary of the Eurosystem Response Measures to COVID19

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Great and tight summary of the Eurosystem monetary policies deployed in response to COVID19 pandemic:  https://blocnotesdeleco.banque-fran...
Tuesday, May 26, 2020

26/5/20: Franco-German Eurobonds: A First Step on the Road to Federalism

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My recent article on the Franco-German proposal for Euro bonds for The Currency :  https://www.thecurrency.news/articles/17392/france-and-g...
Friday, May 22, 2020

21/5/20: How Pitchforks See the Greatest Economy in the World

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Folks with pitchforks don't care for nuance of financial wizardry. Or for econophysics of data-rich markets. They like simple, somewha...
Monday, March 23, 2020

$5.9 trillion and counting: the scale of Monetary Easing

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Updating my previous post:  https://trueeconomics.blogspot.com/2020/03/20320-46-trillion-and-counting-scale-of.html  listing all measures ...
Saturday, March 21, 2020

20/3/20: $4.6 trillion and counting: the scale of Monetary Easing

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The monetary largesses to-date: Central Banks across the world have slashed interest rates in the past few weeks, provided additional emer...
Friday, March 20, 2020

20/3/20: Central Banks are Failing to Reinflate the Deflating Bubble

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In the last 5 days, central banks around the world have announced 2020 monetary stimuli to the tune of USD 4 trillion (inclusive of measur...
Wednesday, March 18, 2020

18/3/20: Banks, The Fed and Money Markets Woes

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My article for the International Banker  on pre-Covid monetary policy bottlenecks in the US markets is out and available here:  https://in...
Friday, January 10, 2020

10/1/20: Eight centuries of global real interest rates

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There is a smashingly good paper out from the Bank of England, titled "Eight centuries of global real interest rates, R-G, and the ‘s...
Tuesday, December 10, 2019

10/12/19: Irish Banks: Part 2

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Continuing with the coverage of the Irish banks, in the second article for The Currency , available here:  https://www.thecurrency.news/ar...

10/12/19: Irish Banks: Part 1

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Returning back to the blog after a break, some updates on recent published work. In the first article on Irish banking for The Currency,...
Sunday, September 29, 2019

29/9/19: Divided ECB

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Divided they stand... Source:  https://www.bloomberg.com/news/articles/2019-09-29/lagarde-inherits-ecb-tinged-by-bitterness-of-draghi-...
Sunday, September 1, 2019

1/9/19: Priming the Bubble Pump: Extreme Credit Accommodation in the U.S.

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Using Chicago Fed National Financial Conditions Credit Subindex (weekly, not seasonally adjusted data), I have plotted credit conditions m...
Wednesday, July 31, 2019

31/7/19: Fed rate cut won't move the needle on 'Losing Globally' Trade Wars impacts

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Dear investors, welcome to the Trump Trade Wars, where 'winning bigly' is really about 'losing globally': As the chart...
Tuesday, July 16, 2019

16/7/19: Monetary Policy Paradigm: To Cut or To Cut, and Not to Not Cut

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QE is back... almost. After a decade plus of failing to deliver on its core objectives, and having primed the massive bubble in risky as...
Monday, June 24, 2019

24/6/19: Markets Expect the Next QE Soon...

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Adding to the previous post on the negative yielding debt, here is a recent post from @TracyAlloway showing Goldman Sachs' chart on im...