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Central Banks are changing
30 Sep 2020 - Dario PerkinsOnce upon a time, it was my job to advise the UK government on the Bank of England’s policy remit, which the Chancellor has the option of adjusting every year. I’m sure whoever is in that role today is spending much of.
#Central Banks #Federal Reserve #Monetary Policy #European Central Bank #Inflation
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 #Covid19 #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
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 #Covid19
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 Economy
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 #Debt #Covid19
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 #2020 outlook
