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QE Nuclear Options
19 Nov 2020 - Dario PerkinsAn effective COVID-19 vaccine is great news because it will save lives and means we might still escape from the current economic crisis with minimal long-term scarring. Yet, the global economy faces a difficult winter,.
#Central Banks #Liquidity #International Monetary Fund #Macro Picture
Investors can’t rely on central banks
24 Jun 2020 - Dario PerkinsThe bounce in global stock markets since March has been both spectacular and a bit puzzling. Despite widespread gloom among institutional investors about ‘fundamentals’ – concerning both the macro outlook and the.
#Central Banks #Federal Reserve #Liquidity #Equities #Fiscal Policy #Covid19 #Bear Market
The rules to being a sellside economist
21 Jan 2020 - Dario Perkins1) Economic forecasts: Forecasting GDP is basically a waste of time - no investor actually cares what this backward-looking gauge of the economy is doing. But getting it "right" is one of the few (though dubious) ways.
#Central Banks #Liquidity #GDP #Recession
