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 […]
Tag Archives: Yellen
Week End Blog – Drowning in Negativity
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 […]
Week End Blog – Dovish Dots
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 […]
Week End Blog – Limit Downs, PMIs and Fed Anxiety
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 […]
Five charts on the Fed raising interest rates
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 […]
Week End Blog – US Economy Grinding to a Halt
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%. […]
Week End Blog – (im)patience & middle fingers
“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 […]
Week End Blog – Goodbye Greece, Hello Bond Bubble!
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 […]
Week End Blog – Yellen to the rescue!
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, […]
Week End Blog – Geopolitical STRESS!
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 […]
