Category Archives: Monetary Policy

Stanley Fischer To Become Vice Chairman of the Fed

Posted on December 11, 2013 by macromon

This is the best news we’ve heard in a long time. Bloomberg reports, Former Bank of Israel Governor Stanley Fischer is President Barack Obama’s leading candidate to become vice chairman of the Federal Reserve, people familiar with the selection process … Continue reading →

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TaperLess

Posted on September 18, 2013 by macromon

(click here if video is not observable)

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Movie Review: Money for Nothing

Posted on September 11, 2013 by macromon

Here’s one we’re putting on our must see list.   Reuters MacroScope blog writes, “Money for Nothing: Inside the Federal Reserve” is a slick, thoughtful and alternately infuriating-and-funny documentary that premiered in New York’s Florence Gould Hall last night. It gives … Continue reading →

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Low ECB Rates For An “Extended Period”

Posted on September 5, 2013 by macromon

Here’s why they hammered the Euro today: The risks surrounding the economic outlook for the Euro area continue to be on the downside…the key ECB interest rates to remain at present or lower levels for an extended period of time.   … Continue reading →

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Inside Janet Yellen’s brain – Reuters TV

Posted on September 4, 2013 by macromon

As President Obama considers the Federal Reserve vice chair for the central bank’s top position, researcher Aaron Menenberg uses what Janet Yellen says to develop a psychological profile. (August 30th, 2013) – Reuters TV (click here if video is not … Continue reading →

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Still Panda Bears

Posted on September 3, 2013 by macromon

The FT video below  does good job explaining China’s continued addiction to debt. This is why we remain bears on China even as the recovery in the country’s manufacturing sector accelerates (apparently). Monetary policy and the financial sector are still … Continue reading →

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Eurozone inflation falls for third straight month

Posted on April 3, 2013 by macromon

Will this give Super Mario enough to cut rates?   The consensus is no.    Remember, ECB does not have the same full employment mandate as the Fed. (click here if video is not observable)

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Weekend Lecture: Economics of Abenomics

Posted on March 1, 2013 by macromon

The Peterson Institute held a high-level discussion of the economic policy initiatives of Japan’s new government, or Abenomics, on February 15, 2013. This timely event took place just ahead of Prime Minister Abe’s upcoming summit meeting with President Obama. The … Continue reading →

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Stanley Fischer to Replace Bernanke?

Posted on February 18, 2013 by macromon

The Washington Post thinks it is a possibility. Dylan Matthews’ excellent piece — run don’t walk to read — speculates on the  former:  1) MIT/University of Chicago professor;  2)  Ben Bernanke Ph.D. adviser;  2)  World Bank chief economist;  3)  IMF … Continue reading →

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Beggar Thy Neighbor’s Stock Market

Posted on February 17, 2013 by macromon

Interesting chart which we suspected and all knew that, thus far, the 2013 macro equity trade x/ U.S. has been to be long those markets where the home currency is weakening against the dollar.  The red regression line illustrates this … Continue reading →

Posted in Equities, Monetary Policy | Tagged , , , , , | 2 Comments