The ‘Ammo’ Problem Is Back – And It’s Worse Than Ever
The same worry, but now it's more acute.
View ArticleOut Of Rabbits, A Paralyzed Bank Of Japan Sits Idly By
The BoJ did what they could do on Tuesday - which was nothing.
View ArticleHere Are The 14 Biggest Problems With Central Banks Being ‘The Only Game In...
As we approach a pivotal juncture for the post-crisis monetary policy regime, potential problems are mounting.
View Article‘After 700+ Rate Cuts And $10 Trillion In Liquidity’, Quantitative Failure...
This time around, Wonderland will be an even stranger place.
View ArticleMeanwhile, In Japan: Yield Curve Control Fails, Top US Creditor Status Regained
"The BOJ will have to give up something".
View ArticleKuroda’s Yen Problem Isn’t Going Away No Matter What The Fed Does, Goldman Says
Japan's is not an enviable position.
View ArticleSpare A Thought For The Bank Of Japan On Friday
Haruhiko Kuroda has a yen problem and it just got materially worse.
View Article‘The Fed And ECB Are Amateurs’: Albert Edwards Says More ‘Monetary Madness’...
"A whole new level of monetary debauchery".
View Article‘Blue Sky’, ‘Ugly’ Or ‘Armageddon’: 3 Paths For The Emancipation Trade
"Everything we know about financial markets"...
View ArticleFor Volatility, 2019 Is No 2017. But 2021 May Be
Looking back at history, it generally takes around two years for those feedback loops to fully manifest themselves.
View ArticleA Doomed Cavalry Charge? Rates Rage On Wild Central Bank Easing Speculation
Now these are some "great expectations".
View ArticlePBOC, Norges Bank, Riksbank, BOJ Rush To Rescue Bloodied Markets With Rate...
Of course, all of this will fall short if politicians do not step up with adequate measures.
View ArticleSqueezIt
Global equities were under pressure Thursday, as Jerome Powell’s perceived reticence on tweaks to the composition of asset purchases, cautiousContinue Reading
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