Snookered
Did Jerome Powell, Chairman of the Federal Reserve, get himself into a pickle? With bond yields still on the rise, it´s starting to look that way. The markets seem to […]
Tag Archives: Federal Reserve
The Great Lockdown Recession
The IMF published new estimates for the global economy, which weren’t great – to put it mildly. The coming quarters will be historically poor and the risks will remain thereafter. […]
The momentum for fiscal stimulus is building
US President Trump is calling for a payroll tax relief until after the US elections. Australia just announced a EUR 11 billion package to counter the adverse impact of the […]
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 […]
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 […]
