Showing posts with label US Fed. Show all posts
Showing posts with label US Fed. Show all posts
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...
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...
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...
Friday, January 19, 2018

19/1/18: Tears over QE & U.S. Household Debt Problem

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As (some) White House-linked (or favouring) economists lament the Fed's QE (and there are reasons to lament it), one thing is clear: t...
Thursday, June 22, 2017

22/6/17: Unwinding Monetary Excesses: FocusEconomics

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Focus Economics  are running my comment (amongst other analysts') on the Fed and ECB paths for unwinding QE:  http://www.focus-economi...
Thursday, April 13, 2017

12/4/17: Incoming Inflation Uptick: Gear Up

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My contribution for Manning Financial on the topic of gearing investment portfolios against incoming uptick in inflation is now available ...
Friday, February 24, 2017

24/2/17: Monetary Policy Outlook for 2017

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My article for Manning Financial  covering monetary policy outlook is out and can be viewed here:  https://issuu.com/publicationire/docs/m...
Thursday, December 15, 2016

15/12/16: Long-Term Fed Path May Force ECB to Act

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My post-mortem analysis of the U.S. Fed's FOMC meeting and policy changes announcements for Sunday Business Post :  https://www.busine...
Wednesday, September 21, 2016

21/9/16: BOJ New (non) Bazuka

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A bit more on BOJ 'inverse' Twist here:  http://expresso.sapo.pt/economia/2016-09-21-Banco-do-Japao-lanca-mao-de-nova-bazuca . ...

21/9/16: BOJ & Fed: Surprises at the End of Policy Line?

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My comment for Portugal's Expresso  on Bank of Japan and U.S. Fed rate setting meetings (comment prior to both):  http://expresso.sapo...
Wednesday, September 7, 2016

7/9/16: Don't Tell the Cheerleaders: U.S. Corporates Are Getting Sicker

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Some at the U.S. Fed think the U.S. economy is in a rude health ( http://www.cnbc.com/2016/09/06/federal-reserve-interest-rate-outllok-wil...
Thursday, March 3, 2016

3/3/16: Hitting Record Deflationary Expectations & Waves of Monetary Activism

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In a fully-repaired world of the global economy... Source: Bloomberg Per SocGen, thus, all the QE and monetary activism have gone pr...
Sunday, February 28, 2016

28/2/16: Every Little Hurts: U.S. Consumers and Inflation Perceptions

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I have written quite a bit about the wobbles of time-space continuum in the U.S. economic growth universe in recent months. But throughout...
Wednesday, December 30, 2015

30/12/15: Blink by 25bps, chew through billions: U.S. rates 'normalization'

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In a post yesterday, I mentioned USD3 trillion hole in global bonds markets looming on the horizon as the U.S. Fed embarks on its cautiou...
Tuesday, December 29, 2015

29/12/15: There Are Two Ways 2016 Can Play Out for Euro Area Bonds

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With the pause in ECB QE over the holidays season, bond markets have been largely looking forward to 2016 and counting the blessings of th...
Friday, December 25, 2015

25/12/15: Comment for Expresso on U.S. Fed hike

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My comment for Portugal's Expresso  (December 19) on U.S. Fed rate hike:
Wednesday, December 16, 2015

16/12/15: 36 years of interest rates across major advanced economies

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As we inch closer to the U.S. Fed rates decision today, here is a useful chart summing up evolution of interest rates in key advanced econ...
Monday, December 14, 2015

14/12/15: U.S. Rates Impact on Euro: Expresso, December 12

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My comments on potential impact on Euro and Euro area economy from the Fed rate hike for Portuguese Expresso  (December, 12 page 03):
Monday, December 7, 2015

7/12/15: Of Monetary Activism and Growth: CB Balancesheets vs Economies Balancesheets

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There is much talk around two matters relating to the monetary policy expectations: The 'normalisation' course allegedly pursue...
Friday, February 21, 2014

21/2/2014: Fed Transcripts, 2008: Icebergs, Titanic, Violins...

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Marketwatch are running a live blog on Fed's release of 2008 transcripts http://blogs.marketwatch.com/capitolreport/2014/02/21/the-f...