Blogs - dario perkins

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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

The equity rebound - just another bulltrap?

01 May 2020 - Dario Perkins

Watching financial markets, it is tempting to think the worst of the COVID-19 crisis is over. Equity values have bounced and credit spreads have narrowed, even as the oil market continues to suffer alarming strains..

#Monetary Policy #Recession #Dario Perkins #Fiscal Policy #coronavirus #bear market #bull market

Roadmap for US inflation

23 Apr 2020 - Steven Blitz

The near-term inflation outlook for the US economy is straightforward – there is none. Demand has collapsed, not supply, and there is no way that inflation will pick up until demand rises at least to meet supply. There.

#Inflation #US #Steven Blitz #Dario Perkins

Fire starter?

21 Apr 2020 - Dario Perkins

Policymakers all over the world have responded forcefully to COVID-19, using war-time analogies to justify massive expansions in their budget deficits. With governments adding up to 20% pts of GDP to their national.

#Monetary Policy #Inflation #Dario Perkins #Debt #coronavirus

Buyside bust & the dollar crunch

14 Apr 2020 - Dario Perkins

Despite my best efforts, the phrase Buyside Bubble has never really caught on as a description of post-2008 financial markets. Perhaps this is because, what it gained in clever alliteration (or so I like to think…), it.

#Interest Rates #Yield curve #Dario Perkins #buy side bubble

Where are we in the COVID-19 crisis?

27 Mar 2020 - Andrea Cicione

TS Lombard’s Head of Strategy Andrea Cicione recently published an extremely useful piece of analysis designed to answer four crucial questions for investors: Where are we in the Covid-19 crisis? How bad will it get?.

#Dario Perkins #coronavirus #Andrea Cicione #Macro Strategy

Sudden stop

13 Mar 2020 - Dario Perkins

It has been clear for a while that the coronavirus posed a serious risk to the global economy. Yet the nature of this threat has changed dramatically. What looked like a temporary supply shock has morphed into a major.

#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

Three reasons markets were ignoring the coronavirus

14 Feb 2020 - Dario Perkins

The contrast between the awful humanitarian crisis in China and the euphoria in global stock markets had been bordering on the surreal. Every night (London time) the Chinese authorities updated their count of the number.

#China #Dario Perkins #coronavirus #stock market

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