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
The message from gold and industrial commodities
01 Sep 2020 - Konstantinos VenetisThe nature of the Covid-19 shock makes this macro cycle unique – but this is still a macro cycle. The pattern remains the same. A contraction in GDP is met with counter-cyclical policy measures that aim to get the.
#Monetary Policy #Reflation #Gold #Commodities
COVID-19 and secular stagnation - the next business cycle
16 Jun 2020 - Dario PerkinsCOVID-19 has resolved our most popular client question of the last five years – “when will this cycle end?’ Even as the number of infections slows and the lockdowns end, most economies will reopen to a serious global.
#Federal Reserve #Monetary Policy #Equities #Bond markets #Covid19
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
The equity rebound - just another bulltrap?
01 May 2020 - Dario PerkinsWatching financial markets, it is tempting to think the worst of the COVID-19 crisis is over. Equity values have bounced and credit spreads have narrowed, even as the oil market continues to suffer alarming strains..
#Monetary Policy #Recession #Fiscal Policy #Covid19 #Bear Market #Bull Market
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
The Folly Of Inflation Targets
31 Oct 2019 - Charles DumasAs 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 #European Central Bank #Inflation #Interest Rates #Eurozone #Bond markets #Fiscal Policy
