True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label unwinding. Show all posts

Thursday, December 25, 2014

25/12/2014: Unwinding Western Excesses, Squeezing Emerging Markets

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Just in case you need a scary story for the holidays seasons, here's one from economics. Some time ago, we've learned that zero bo...

Wednesday, June 12, 2013

12/6/2013: Bond Markets: Is Canary Kicking the Bucket?

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I have written before about the prospect of the Fed starting unwinding of the QE operations. Here's my summary forward view. Stage 1...

Thursday, June 6, 2013

6/6/2013: US House Prices: Trouble Brewing for Monetary Policy Dilemma

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Now, QE seems to be feeding through into the real assets, not just financial ones, in the case of the US. Here's a chart from Pictet on...

Thursday, May 30, 2013

30/5/2013: Future Interest Rates & the 'Impossible Monetary Policy Dilemma'

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Recently, I wrote about the monetary policy exit dilemma ( here ) on foot of IMF research. This week, BIS published another paper on the is...

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