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The Equity Market is now in charge
09 Nov 2020 - Steven BlitzBiden won, Trump lost, but lots of Republicans also won, and the October employment data help explain why – the population does not see the economy in crisis. The ongoing recovery in the labour market (906,000 private.
#Federal Reserve #Monetary Policy #Equities #Bond markets #US Economy #US Election
Perma-frosts and fiery endgames
06 Nov 2020 - Dario PerkinsThe bond-equity correlation has gone mainstream in 2020, thanks in part to what happened in March when yields spiked even as equities crumbled (i.e. there was a POSITIVE correlation in returns). While this was.
#Central Banks #Equities #Bond markets
World Trade momentum
06 Oct 2020 - Konstantinos VenetisMacro momentum is easing but remains positive. Our Global Leading Indicator remains consistent with improving macro momentum, in line with the message from other widely followed high-frequency series like the OECD.
#Equities #China #Bond markets #Commodities #USD
COVID-19 and secular stagnation - the next business cycle
16 Jun 2020 - Dario PerkinsCOVID-19 has resolved our most popular client question of the last five years – “when will this cycle end?’ Even as the number of infections slows and the lockdowns end, most economies will reopen to a serious global.
#Federal Reserve #Monetary Policy #Equities #Bond markets #Covid19
The Folly Of Inflation Targets
31 Oct 2019 - Charles DumasAs part of our Global Fractures series, Charles Dumas, our Chief Economist, and Steven Blitz, our Chief US Economist, explain why monetary policy has failed to generate the desired levels of inflation. Inflation targets.
#Central Banks #Federal Reserve #Global Fractures #Monetary Policy #Trade War #European Central Bank #Inflation #Interest Rates #Eurozone #Bond markets #Fiscal Policy
