-
Recent Posts
Archives
- June 2020
- May 2020
- November 2019
- August 2019
- March 2015
- September 2014
- July 2014
- June 2014
- October 2013
- August 2013
- March 2013
- January 2013
- November 2012
- September 2012
- August 2012
- June 2012
- May 2012
- April 2012
- February 2012
- January 2012
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
Categories
Meta
Tag Archives: economics
Fed Decision – A Minority Report
The analogy sort of fits; and what put me in mind of it was the news this week that the FBI has commenced a project to create a hi-tech facial recognition database. We of course, are concerned about a different … Continue reading
Posted in M²
Tagged Bonds, central bank, dollar, Economic Forecast, Economic Policy, economics, federal reserve, foreign exchange, forex, macroeconomics, markets, monetary policy, sovereign debt, The City, The Square Mile
Comments Off on Fed Decision – A Minority Report
ECB Floats Yield Target Idea; U-Boats Launched
Late this morning the markets seem to have sobered up a bit following earlier barely fettered optimism about a Der Spiegel article over the weekend. It said: “The European Central Bank is considering setting limits on yields of euro area sovereign … Continue reading
Posted in M²
Tagged Bonds, central bank, debt, Economic Forecast, Economic Policy, economics, EUR, euro, Europe, European Central Bank, European Union, macroeconomics, markets, sovereign debt, Sovereign Debt Crisis, The Square Mile
Comments Off on ECB Floats Yield Target Idea; U-Boats Launched
ECB Bullets To Shoot Down High Hopes [Sorry]
The views below are based on my soundings, readings and common sense. Responsibility my own: ESM banking licence: crisis would need to deteriorate significantly (threaten the core) before such a politically contentious and legally complex policy change is considered. Bear … Continue reading
Posted in M²
Tagged Bonds, central bank, debt, dollar, Economic Forecast, Economic Policy, economics, EUR, Euro zone, Europe, European Central Bank, European Union, foreign exchange, forex, macroeconomics, sovereign debt, The City, The Square Mile, trading
Comments Off on ECB Bullets To Shoot Down High Hopes [Sorry]
Negative Benchmark Omens – How Imminent is the Doom For Yields?
Discussion of whether [or when] there is likely to be a collapse in ‘core’ government debt prices appears to be increasing. One example Specifically in Europe, the question of when Bunds in general [and perhaps the Euro Bund Future contract … Continue reading
Posted in M²
Tagged Bonds, bunds, debt, Economic Forecast, economics, EUR, interest rates, macroeconomics, markets, sovereign, sovereign debt, Treasurys
Comments Off on Negative Benchmark Omens – How Imminent is the Doom For Yields?
UK ‘Back in Technical Recession’ – Views From The Mile
Overall, yes, today’s ‘Flash’ UK GDP figures aren’t pretty. But in perspective, the result is generally being taken to indicate a far less dire state of play for the UK’s economic state and performance than the headlines [data and … Continue reading
Posted in M²
Tagged Economic Forecast, Economic Policy, economics, GDP, Gross Domestic Product, News, Recession, Technical Recession, UK, United Kingdom
Comments Off on UK ‘Back in Technical Recession’ – Views From The Mile
LTROverdose Vs LTROver*
Part I Pre-load: Critical series of posts about LTRO Facts, figures, a few fatuous opinions and a bit of fun Part I touches on LTROs we’ve had so far and their apparent effects Another indecisive session for equity markets, albeit … Continue reading
Posted in M²
Tagged Draghi, ECB, economics, Euro zone, Europe, European Central Bank, European Union, financial markets, financial news, Geek, LTRO, macroeconomics, markets, Spain
1 Comment
Staying Sharp At The Summit
Personally, I’m making an effort to remain alert as we go into the 2 millionth Summit [slight exaggeration] to discuss the euro-zone crisis. No matter how monotonous this newsflow has become though, it can still spring surprises – including for … Continue reading
Posted in M²
Tagged central bank, ECB, Economic Policy, economics, EUR, Euro zone, Europe, European Central Bank, fiscal policy, politics, Sovereign Debt Crisis
Comments Off on Staying Sharp At The Summit
ECB Will Still=’Extremely Cautious Behemoth’ In January
At this point, the ECB seems unlikely to produce any material changes in policy with its announcements on Thursday. ======================================================== T&C reminders: please see disclaimer at head of this blog. please note the peculiarities of my discursive style: I try … Continue reading
Posted in M²
Tagged Economic Forecast, Economic Policy, economics, Euro zone, European Central Bank, European Union, fiscal policy, foreign exchange, interest rates, sovereign debt, Sovereign Debt Crisis
Comments Off on ECB Will Still=’Extremely Cautious Behemoth’ In January
What’s Worrying Bernanke?
Fed Chairman Bernanke gave a curious and worrying signal in his appearance yesterday before the Joint Economic Committee of Congress. He said, in the Q&A session that followed his testimony, that the recovery was ‘close to faltering.’ This subtly contradicted … Continue reading
Posted in M²
Tagged Banks, bernanke, Congress, crisis, dollar, Economic Policy, economics, federal reserve, government, risk, USD
Comments Off on What’s Worrying Bernanke?
Why More From Operation [Oliver] Twist May Not Be Enough
http://youtu.be/sZrgxHvNNUc The problem is, ‘more’ has been given, and yet ‘more’ still, and it has not proved to be enough, for markets or the real economy. What you will not find this afternoon, is an economist or anyone attentive and … Continue reading
Posted in M²
Tagged bernanke, dollar, Economic Forecast, Economic Policy, economics, federal reserve, foreign exchange, forex, monetary policy, operation twist, USD
Comments Off on Why More From Operation [Oliver] Twist May Not Be Enough
You must be logged in to post a comment.