The Softening of Inflation Targets and the Trajectory of the Markets: Upswing or Downtrend?
There were three events last week that paved the way forward for the markets, namely: The minutes of the Federal Reserve Bank that exhibited some reservation about continuing accommodative monetary policy; the downgrading of the British economy from its AAA status by...On the Restless Efforts to Jumpstart the Global Economic Engine: Riding the Tide
In this week’s commentary we will briefly show how the buffer zones created by the world’s central banks are expected to result in above (recent) trend growth due to the fact that liquidity provisions are expected to boost lending ratios primarily in the US and...Temporary Upswings and Credit Markets: Looking at Asia
The markets are experiencing a temporary upswing due to the velocity of the buffer zones that central banks are creating. Those buffer zones are trying to create a unity of response and convergence. The monetization and credit growth in Asia is uplifting its prospects...Capital Markets and the Velocity of Buffer Zones: Recent Economic Developments Using QE Lenses
In the summer of 2011 we published some commentaries about the development of financial black holes. The argument of this commentary goes as follows: Central banks and governments around the world adopted the Powell doctrine of overwhelming force to defeat the enemy...“Collapse, Avoid a Relapse, Don’t Relax”: Prospects, Downside Risks, Central Banks, and Existential Threats
The words quoted in the title above, were pronounced by Christine Lagarde (the head of the IMF) at the Davos annual economic conference. She was referring to the EU experience in 2012. Without a doubt, the Euro zone almost collapsed last year, and her recommendation...Sign Up for Our Publications
