The Yieldless Society
Central banks worldwide – with the Fed and the ECB at the forefront – are on the brink of implementing their historically rapid policy reversal, yet interest rates are already […]
Tag Archives: Federal Reserve
The era of extraordinary monetary policy continues
Few investors anticipated that Federal Reserve Chairman Jerome Powell could sound even more dovish than he has in recent months. But, at the last FOMC meeting, he managed to do […]
2018 in (tweeted) charts!
2018 in (tweeted) charts! This blog aims to give a relatively concise overview of financial markets in 2018 using a selection of charts I tweeted throughout the year. While this […]
The pieces of the puzzle are slowly falling into place for emerging markets
Emerging market stocks often produce paltry returns when the US dollar strengthens. But recent developments point to a change in this trend, making emerging markets a more attractive investment prospect. […]
Fed Review – Powell squeezes in one more
As expected, the Federal Reserve raised its benchmark interest rate again this week. And while its new chairman Jay Powell didn’t mention any major changes in monetary policy from his […]
Are Fed tightening cycles good or bad news for emerging markets? (Part I)
Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]
The Void?
Just recently, bond investor PIMCO published the chart shown above. It’s one of many charts hitting headlines in recent weeks, revealing that the end of an era of unprecedented monetary […]
Federal Reserved
Last Thursday, the Federal Reserve lifted its target rate with another 25 basis points. Not like anybody cared, as the rate hike was signaled well in advance. More importantly, the […]
Rational Exuberance?
Here is a ‘surprise’ for you. The number of news stories stating that irrational exuberance is back on the stock markets is growing rapidly. In addition, irrational exuberance was mentioned […]
