Showing posts with label quantitative easing. Show all posts
Showing posts with label quantitative easing. Show all posts
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, May 19, 2020

19/5/20: German Hawks vs ECB Doves?

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My article for The Currency  on the German Constitutional Court ruling regarding ECB's PSPP program:  https://www.thecurrency.news/art...
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-...
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...
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...
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...
Tuesday, November 21, 2017

21/11/17: ECB loads up on pre-Christmas sales of junk

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Holger Zschaepitz @Schuldensuehner posted earlier today the latest data on ECB’s balance sheet. Despite focusing its attention on unwindin...
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...
Saturday, April 15, 2017

15/4/17: Unconventional monetary policies: a warning

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Just as the Fed (and now with some grumbling on the horizon, possibly soon, ECB) tightens the rates, the legacy of the monetary adventuris...
Thursday, May 16, 2013

16/5/2013: On That Impossible Monetary Policy Dilemma

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At last, the IMF has published something beefy on the extraordinary (or so-called 'unconventional') monetary policy instruments un...
1 comment:
Friday, December 2, 2011

2/12/2011: Euro crisis: wrong medicine for a misdiagnosed patient

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There's been much talk about the fiscal union and ECB money printing as the two exercises that can resolve the euro area crises. The pr...
3 comments:
Monday, August 23, 2010

Economics 23/8/10: Is ECB contradiciting itself on banks stability?

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Updated below Here is a note of the day, to be followed by a question of the day: ECB's Axel Weber (a 'hawk' in his pre-crisis l...
Monday, June 28, 2010

Economics 28/06/2010: G20 to euribor: beware of the central banks

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Update: with a slight delay on this blog's timing - Reuters picks up the same thread here . Another Monday, another set of pear shape st...