Jackson Hole and Charts
While there could be a lack of monetary policy announcements during this year’s Jackson Hole summit – Yellen pretty much confirmed the start of balance sheet unwinding to be September […]
While there could be a lack of monetary policy announcements during this year’s Jackson Hole summit – Yellen pretty much confirmed the start of balance sheet unwinding to be September […]
Yields are lower. Again! The book on ‘bond madness’ got yet another chapter this week. The German 10-year government bond yield fell below 3 basis points, not surprisingly another record […]
The Week End Blog is back! And so are central banks. If you thought their toolkit was empty, guess again. The ECB neatly demonstrated that central bankers have become notoriously […]
After a couple of weeks of ‘Greece skipping’, I’m allowing the country back into the Week End Blog. Politicians have taken a more constructive stance, although it remains quite uncertain […]
Over the last 30 years or so, we have seen four major tightening cycles by the Fed. Under what circumstances did the Federal Reserve start raising rates, and how do […]
A very ‘compact’ Week End Blog on Labor Day to get your weekend going. Big news out of the US. First quarter GDP growth came in at a ‘whopping’ +0.1%. […]
“Just because we removed the word ‘patient’ from the statement doesn’t mean we are going to be impatient,” Clever words found by Fed boss Yellen to make sure that investors […]
It took a while, but Greece no longer dominated all the headlines this week. The Greek government handed in a ‘to-do list’ that was enough for Mr. Dijsselbloem to work […]
This week started in the same fashion as the last one ended. Greek presidential elections, falling oil prices, and a collapsing ruble dragged equity markets down globally. But, on Wednesday, […]
There is little to cheer about this week. Geopolitical risk spiked as Russia retaliated with bans on fruit and vegetables from the West, President Obama unexpectedly authorized airstrikes in Iraq […]