Blogs - central banks

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.


What can policymakers do?

03 Mar 2020 - Dario Perkins

Two weeks ago everyone was working with the same assumption about the coronavirus. China would contain the virus reasonably quickly and gradually reopen its factories. There would be some disruption to global supply.

#Central Banks #Dario Perkins #coronavirus #fiscal easing

The rules to being a sellside economist

21 Jan 2020 - Dario Perkins

1) Economic forecasts: Forecasting GDP is basically a waste of time - no investor actually cares what this backward-looking gauge of the economy is doing. But getting it "right" is one of the few (though dubious) ways.

#Central Banks #Liquidity #GDP #Recession #Economy #Dario Perkins

Is the consensus wrong?

09 Jan 2020 - Dario Perkins

This is the time of year when economists across the financial sector are busily marketing their chunky ‘year ahead’ volumes. There is an old joke that the savvy investor should take note of whatever consensus emerged.

#Central Banks #Inflation #Dario Perkins #2020 outlook

The Folly Of Inflation Targets

31 Oct 2019 - Charles Dumas/Steven Blitz

As 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 #Bond yields #ECB #Inflation #Interest Rates #Steven Blitz #Charles Dumas #Euro Crisis #Fiscal Policy

Central Bank Dethroning

01 Jul 2019 - Christopher Granville

  In Global Political Drivers published on 1st July, Christopher Granville offers a thought-leadership piece on the end of the era of DM central bank independence. He writes: It was only a matter of time before central.

#Central Banks #Federal Reserve #ECB #Bank Of England #Christopher Granville

Where we stand - our highest conviction views

02 Apr 2019 - Martin Shenfield

  - Global macro data to disappoint - Deflationary pressures rebuilding - Yield curve inversion will reinforce Central Banks’ s dovish response - EM equities due further consolidation/correction Recent deteriorating.

#Central Banks #Federal Reserve #Trade War #Equities #Emerging Markets #Yield curve inversion #Martin Shenfield

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