Insights - federal reserve

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Bonds are saying the market needs a new catalyst

15 Jun 2021 - Konstantinos Venetis

The second quarter of 2021 is set to mark the peak in quarterly GDP growth for most of the major economies, which will give way to a still solid but slower pace of expansion as the transition from an early to a.

#Federal Reserve #Inflation #Bond markets #Recovery

Mid-cycle transition means no more low-hanging fruit

11 May 2021 - Konstantinos Venetis

This economic cycle has matured very quickly, courtesy of a strong policy response and the speedy arrival of effective vaccines against Covid-19. Indeed, this has felt more like a bounce-back from a natural disaster.

#Federal Reserve #Inflation #Bond markets

Commodity bull moving into mid-cycle

30 Apr 2021 - Konstantinos Venetis

It has been a little over a year since commodity prices bottomed out, marking the start of a powerful rally that is reminiscent of those in 1993-95, 2005-07 and 2009-10. With the global economic recovery set to gather.

#Federal Reserve #Commodities #Oil

Do consumers ever borrow again?

13 Apr 2021 - Steven Blitz

If the coming expansion is to be different from the last one, consumers will boost their borrowing relative to income – and there is good reason to believe they will. If they do, real growth gets a lift and so too.

#Federal Reserve #Inflation #US Economy #Debt #Unemployment

US recession is over - Backwards won't be the way forward

26 Mar 2021 - Steven Blitz

The “non-Covid” recession ended late summer, timed, in part, by the November peak for the number of unemployed not on temporary layoff. What we call the non-Covid recession is simply the downturn that created job losses.

#Federal Reserve #Recession #US Economy #Fiscal Policy #Employment #Recovery

Households $1.6tn in “excess” savings, inflation to take off?

01 Mar 2021 - Shweta Singh

Headline figures overestimate the “excess” savings that households have accumulated since the outbreak of the pandemic. To be sure, the personal saving rate will fall as consumers spend more of their disposable income.

#Federal Reserve #Inflation #US Economy

Commodity Supercycle now on? Potential is there

01 Mar 2021 - Konstantinos Venetis

There are two questions that the current debate on the commodity cycle tends to conflate. Does the rally that kicked off in spring 2020 have further to go? And are we in the early stages of a so-called “supercycle”,.

#Federal Reserve #Stimulus #Commodities #Oil

The Fed hits a wall

29 Jan 2021 - Steven Blitz

The Fed may not be out of ammo, but the ammo they have may be futile in curtailing the financial instability that policy is creating. Bitcoin, call-option vigilantes, SPACs and market hype generally were topics the FOMC.

#Federal Reserve #Inflation #US Economy #Yield curve #Bubble

Economists’ guide to Christmas (redux)

23 Dec 2020 - Dario Perkins

This was something we published back in 2013 – the Economists’ guide to Christmas. But we made a serious omission, by leaving out Modern Monetary Theory. So here’s an update, incl. MMT: ‘If you put two economists in a.

#Central Banks #Federal Reserve #European Central Bank #Bank Of England #Bank of Japan #Modern Monetary Theory

The Fed's Shortened Timeline

12 Nov 2020 - Steven Blitz

The vaccine arrives early 2021, so our growth forecast accelerates as a result, beginning in 2021 Q3, and the timeline for when the Fed first “tightens” shortens. It may seem odd to relay this view just when the.

#Federal Reserve #Monetary Policy #US Economy #Vaccine #Quantitative Easing

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