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Tag Archives: Monetary Policy
ECB Prepares to Cut Rates
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China’s Rail Expansion Faces Funding Squeeze
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Spiegel: Obama “like a doctor caught prescribing performance-enhancing drugs”
Go no further than the Der Spiegel piece, Why Europe Is Right and Obama Is Wrong, to understand the fundamental differences between American and German thinking on fiscal and monetary stimulus. Michael Sauga, the author, writes, American economists, central bankers and fiscal … Continue reading
Is the Fed Contributing to the Credit/Mortgage Crunch?
One of the smartest hedge fund managers we know spends most of his day locked away in his office analyzing how the market consensus could be wrong. He hangs with au contraire crowd, breaking bread with contrarians and demands you … Continue reading
Posted in Black Swan Watch, Bonds, Budget Deficit, Monetary Policy
Tagged Federal Reserve, Monetary Policy, Operation Twist, ZIRP
14 Comments
Week in Review: “The End of Fake”
We have no idea how the S&P downgrade of the U.S. is going to play out but one thing that does come to mind is the “end of fake.” The end of fake demand generated by monetary and fiscal stimulus … Continue reading
Posted in Week in Review
Tagged bonds, Commodites, Crude Oil, Gold, Monetary Policy, QE, Stocks
2 Comments
Quote of the Day: Loose Money Sinks Ships (of State)
The evidence of the past three decades should be enough, but you can go back further. In fact, every major financial crisis in the four centuries of capitalism has had its origins in loose money. – The Sydney Morning … Continue reading
The Weekend Read: Commodity Flop
On How Academic Economists Missed the Crisis I was shocked by how large a panic was produced by what seemed to me – and still does – relatively small losses (in terms of the size of the global economy) in … Continue reading
Posted in The Weekend Read
Tagged China, Commodities, dollar, Euro, Europe, Fiscal Policy, Monetary Policy
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10 Questions for Chairman Bernanke
If we were attending the Fed’s historic press conference tomorrow, here are the ten questions we would ask Chairman Bernanke: 1) Do you think the new monetary policy tool of the Federal Reserve of paying interest on reserves (IOR) is … Continue reading
Posted in Budget Deficit, Commodities, Credit, Crude Oil, Currency, Food Prices, Gold, Monetary Policy, Policy
Tagged Chairman Bernanke, Fed Press Conference, FOMC, Monetary Policy
3 Comments
The Weekend Read
IT LOOKS like a planetary tattoo designed to be seen from space, a vast set of concentric circles inscribed in the skin of southern California’s desert. Ground was broken on the Ivanpah power plant, which is to be one of … Continue reading
Posted in The Weekend Read, Uncategorized
Tagged China, Commodities, Emerging Markets, European Debt Crisis, Monetary Policy
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The Weekend Read
The single biggest threat to national security is the national debt, the chairman of the Joint Chiefs of Staff said yesterday, underscoring the importance of good fiscal stewardship and a need to stimulate economic growth. American taxpayers are going to … Continue reading
Posted in The Weekend Read
Tagged Budget Deal, Crude Oil, ECB, Gold, Monetary Policy, Portugal
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Global Macro Monitor 