Road to inflation
27 Jul 2020 - Dario PerkinsInflation remains an important theme for our clients. Perhaps this reflects supreme confidence in the policies governments and central banks have introduced to support their economies during the COVID-19 pandemic. With.
#Central Banks #Inflation #Equities #Dario Perkins #coronavirus #unemployment
Will Coronavirus collapse small banks?
14 Jul 2020 - Steven BlitzEquity market participants are putting banks in the performance penalty box, likely figuring on stressed balance sheets becoming problematic later this year. The equity market has it right, in our view. Comparing the.
#Federal Reserve #Inflation #Equities #Balance Sheet #Steven Blitz
The war on deflation
15 May 2020 - Dario PerkinsThe 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
Roadmap for US inflation
23 Apr 2020 - Steven BlitzThe 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 PerkinsPolicymakers 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
Is the consensus wrong?
09 Jan 2020 - Dario PerkinsThis 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 BlitzAs 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
