Showing posts with label QE. Show all posts
Showing posts with label QE. Show all posts
Saturday, July 4, 2020

4/7/20: ifo Institute Eurozone Growth Outlook

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Germany's ifo Institute issued a new growth outlook for Eurozone economy: "Overall, the eurozone economy is likely to see a sh...
Friday, July 3, 2020

3/7/20: ECB Jumping the Proverbial Shark?

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ECB's money-printing press has been running overtime these weeks. So let's put the Euro area central banks' monetary policy sh...
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, August 10, 2019

10/8/19: Irish Debt Sustainability Miracle(s): ECB and MNCs

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As a part of yesterday's discussion about the successes of Irish economic policies since the end of the Eurozone crisis, I posted on T...
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...

24/6/19: Negative Yielding Debt: Monetary Contagion Spreads

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Negative yielding Government debt (the case where investors pay  the sovereign lenders for the privilege of lending them funds) has hit al...
Tuesday, May 14, 2019

14/5/19: Monetary Policy at the edge of QE

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My new column for the Cayman Financial Review  on the current twists in global Monetary Policies is now available on line:  https://www.ca...
Friday, May 3, 2019

3/5/19: The Rich Get Richer when Central Banks Print Money

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The Netherlands Central Bank has just published a fascinating new paper, titled "Monetary policy and the top one percent: Evidence f...
Monday, April 22, 2019

22/4/19: At the end of QE line... there is nothing but QE left...

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Monetary policy 'normalization' is over, folks. The idea that the Central Banks can end - cautiously or not - the spread of negati...
Wednesday, April 10, 2019

10/4/19: Rewarding Reckless Risk Pricing, Again

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Markets are supposed to be efficient. At least, on the timeline that allows to price in probabilistically plausible valuations of the firm...
Thursday, January 17, 2019

17/1/19: Eurocoin December 2018 Reading Indicates a Structural Problem in the Euro Area Economy

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December 2018 reading for Eurocoin, a lead growth indicator for euro area posted a second consecutive monthly decline, falling from 0.47 i...
Friday, January 11, 2019

10/1/19: QE or QT? Look at the markets for signals

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With U.S. Fed entering the stage where the markets expectations for a pause in monetary tightening is running against the Fed statements o...
Friday, December 28, 2018

27/12/18: Mr. Draghi's Santa: Ending QE, Frankfurt Style

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It's Christmas time, and - Merry / Happy Christmas to all reading the blog - Mr. Draghi is intent on delivering a handful of new prese...
Wednesday, December 19, 2018

19/12/18: From Goldilocks to Humpty-Dumpty Markets

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As noted in the post above, I am covering the recent volatility and uncertainty in the financial markets for the Sunday Business Post  :  ...
Friday, October 19, 2018

19/10/18: There's a Bubble for Everything

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Pimco's monthly update for October 2018 published earlier this week contains a handy table, showing the markets changes in key asset c...
Thursday, October 4, 2018

3/10/18: Dumping Ice bags into Overheating Reactor: Bonds & Stocks Bubbles

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Wading through the ever-excellent Yardeni Research notes of recent, I have stumbled on a handful of charts worth highlighting and a relate...
Sunday, June 17, 2018

17/6/18: ECB's Shift of Gears Presents Another Set of Risks

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My article for Business Post from Friday covering ECB's latest announcements on QE and interest rates:  https://www.businesspost.ie/op...
Thursday, April 12, 2018

11/4/18: Social Mobility in the U.S.: Another Chunk of the Facade Goes Down

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Via @QZ - share of young Americans living with parents and grandparents is now back to the WW2 levels: Source: https://qz.com/1248081/t...