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Tag Archives: quantitative easing
Is the US Exporting a Recession?
IS THE US EXPORTING A RECESSION? The Federal Reserve continue to raise rates as S&P earnings beat estimates The ECB and BoJ maintain QE Globally, corporations rely on US$ financing, nonetheless Signs of a slowdown in growth are clearer outside the US After last week’s ECB meeting, Mario Draghi gave the usual press conference. He confirmed […]
The Real Inflation Rate May Signal That the U.S. Economy is in a Death Spiral
The Real Inflation Rate May Signal That the U.S. Economy is in a Death Spiral Just like a car with a bad cooling system, the U.S. economy may be overheating, and could break down soon. Why? Aside from trade wars, geopolitical tension, and debt, inflation might stand center-stage as the final nail in the U.S. […]
Japan Expects to Hit 2% Inflation in 5 Years, Aggressive Easing Will Continue
Japan Expects to Hit 2% Inflation in 5 Years, Aggressive Easing Will Continue The BOJ thinks Japan may hit its 2% inflation target in 5 years. Kuroda says risks are to the downside. It may take Japan five more years to reach its 2% inflation targetaccording to BOJ governor Haruhiko Kuroda. “Sometime within the next […]
Draghi Admits “Growth May Have Peaked”; ECB To Delay QE Unwind
Draghi Admits “Growth May Have Peaked”; ECB To Delay QE Unwind As we have showed repeatedly over the past month, the European economic imploding, and nowhere is this more obvious than the Citi Eurozone Economic Surprise Index why will soon hit its post financial crisis lows. It appears that after weeks of dithering, someone at […]
Why Trade Wars Ignite and Why They’re Spreading
Why Trade Wars Ignite and Why They’re Spreading The monetary distortions, imbalances and perverse incentives are finally bearing fruit: trade wars. What ignites trade wars? The oft-cited sources include unfair trade practices and big trade deficits. But since these have been in place for decades, they don’t explain why trade wars are igniting now. To truly […]
What to Expect From Central Bankers
WHAT TO EXPECT FROM CENTRAL BANKERS The Federal Reserve continues to tighten and other Central Banks will follow The BIS expects stocks to lose their lustre and bond yields to rise The normalisation process will be protracted, like the QE it replaces Macro prudential policy will have greater emphasis during the next boom As financial […]
BofA’s Striking Admission: Markets Will Soon Begin To Panic About Debt Sustainability
BofA’s Striking Admission: Markets Will Soon Begin To Panic About Debt Sustainability In the latest BofA survey of European fixed income investors (both IG and high yiled), the bank’s credit analyst Barnaby Martin writes that “after fretting about inflation at the start of the year, April’s credit survey shows that the biggest concern has reverted […]
Monetary Policy is a Complete Failure? Will Shutting Down the Fed Solve All the Problems?
Monetary Policy is a Complete Failure? Will Shutting Down the Fed Solve All the Problems? I recently did an interview and was asked about the Federal Reserve. There is so much absolute nonsense sophistry that circulates where people think that ending the central bank will somehow cure everything. I really just laid it out plain […]
Central Bank Money Rules the World
Central Bank Money Rules the World Central bank credit that supports markets — is not just creation of the Fed, but by central banks and institutions around the world colluding together. Global markets are too deeply connected these days to consider the Fed in isolation. Since last month’s correction, the world has been watching the […]
The Perfect Storm for 2020: Weidmann at the ECB, Trump’s trade war, Macron’s failure, Italy’s turmoil
The Perfect Storm for 2020: Weidmann at the ECB, Trump’s trade war, Macron’s failure, Italy’s turmoil Clouds are gathering: Weidmann will end QE while Macron’s reform will not solve any problem whatsoever. It’ll be the final push for a Eurosceptic Italy, where plans for parallel currencies are popping up. Add Trump’s trade war to the […]
Despite Years of ECB’s QE (Ending Soon), Italy’s “Doom Loop” Still Threatens Eurozone Financial System
Despite Years of ECB’s QE (Ending Soon), Italy’s “Doom Loop” Still Threatens Eurozone Financial System Even banks outside Italy have an absurdly out-sized exposure to Italian sovereign debt. The dreaded “Doom Loop” — when shaky banks hold too much shaky government debt, raising the fear of contagion across the financial system if one of them […]
$21 Trillion And Rising: How Central Banks Are LBOing The World In One Stunning Chart
$21 Trillion And Rising: How Central Banks Are LBOing The World In One Stunning Chart Back in late 2016, we showed the unprecedented domination of capital markets by central banks using a chart from Citi, which had put together a fascinating slideshow asking simply “Where is the utility in marginal QE” and specifically pointing out […]
Why QE didn’t send gold up to $20,000
Why QE didn’t send gold up to $20,000 Why didn’t quantitative easing, which created trillions of dollars of new money, lead to a massive spike in the gold price? The Quantity Theory of Money The intuition that an increase in the money supply should lead to a rise in prices, including the price of gold, […]
Doug Noland: No Bailouts Anytime Soon, So Let Those Short Bets Run
Doug Noland: No Bailouts Anytime Soon, So Let Those Short Bets Run Now that equities are behaving the way they should have since, oh, 2013 – volatile with a pronounced down bias – everyone is wondering how far the crazy will go before the Fed starts buying the S&P 500. Short sellers, of course, want […]
Kuroda Shocks Markets Hinting At QE End; Nikkei, USDJPY Tumble
Kuroda Shocks Markets Hinting At QE End; Nikkei, USDJPY Tumble In addition to the suddenly escalating global trade war, overnight traders had one more thing to worry about: another central bank unwinding its QE program. This happened shortly after midnight ET, when BOJ Governor Kuroda unexpectedly announced that the Bank of Japan will start thinking […]
