Insights - interest rates

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TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.

How High for Unemployment in the coming US Recession

26 Jul 2022 - Steven Blitz

There are any number of ways to dissect the spread between the 7% job openings rate and 3.5% unemployment, but the needed drop in demand’s contribution to current inflation occurs when this spread turns negative..

#Federal Reserve #Monetary Policy #Interest Rates #Recession #Unemployment

The Bank of England’s monetary ‘put’ need not imply static policy

28 Jun 2021 - Konstantinos Venetis

June’s MPC meeting delivered no surprises, but the debate within the Committee is becoming more nuanced. A closer look at the minutes reveals early signs of a rift between 1) those members on alert for imminent signs of.

#Inflation #Interest Rates #Bank Of England #Quantitative Easing

Politics of unemployment to reign

26 Jun 2020 - Steven Blitz

As the economy reopens, the revealed recessionary environment will reflect the imbalance of the expansion just ended – a surplus of service-related workers with no obvious direction in which to go to find re-employment..

#Federal Reserve #Interest Rates #Fiscal Policy #Bear Market #Unemployment #US Election

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 #Bubble

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