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.


Macro policy vs Covid-19 - Has policy done enough?

26 May 2020 - Dario Perkins

The recovery in investor sentiment since March has been impressive (even puzzling...). Back then, as the global economy entered lockdown, a “flight-to-safety” rapidly became disorderly, leading to an outright.

#Central Banks #Balance Sheet #Dario Perkins #Fiscal Policy #coronavirus

The war on deflation

15 May 2020 - Dario Perkins

The COVID-19 pandemic has forced governments and central banks to work together to support the economy. While most investors welcome these efforts – it is the reason global asset prices have recovered from their March.

#Central Banks #Monetary Policy #Inflation #Recession #Dario Perkins #coronavirus

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

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