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
How big is the Draghi bazooka?
25 Jun 2019 - Shweta SinghShweta Singh provides analysis of Mario Draghi’s speech at Sintra on 18t June. A meaningful fiscal stimulus in the Eurozone, and especially in Germany, continues to be elusive. We have long argued that in the absence of.
#Monetary Policy #ECB #Inflation #Draghi #QE #Eurozone #Shweta Singh
