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All right listen up everybody, this is the plan...

…and it’s all about plan B, AKA “The Great Escape”. There has been some speculation going on lately on how our monetary policy makers intend to normalize the unusual situation where we are in right now. Some – and probably helicopter Ben included – argue that it can become even more unusual in view of the fact that things…

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Screen shot 2012-12-07 at 5.40.58 PM.png

All right listen up everybody, this is the plan...

…and it’s all about plan B, AKA “The Great Escape”. There has been some speculation going on lately on how our monetary policy makers intend to normalize the unusual situation where we are in right now. Some – and probably helicopter Ben included – argue that it can become even more unusual in view of the fact that things…

Lees het volledige artikel

Screen shot 2012-12-07 at 5.40.58 PM.png

All right listen up everybody, this is the plan...

…and it’s all about plan B, AKA “The Great Escape”. There has been some speculation going on lately on how our monetary policy makers intend to normalize the unusual situation where we are in right now. Some – and probably helicopter Ben included – argue that it can become even more unusual in view of the fact that things…

Lees het volledige artikel

Yonder_Lies_Jackson_Hole.jpg

If it doesn't cause any harm,well,...

…let’s carry on then with the same treatment. This is usually a classic when you have tried everything to cure a patient with standard methods and everything fails. Or even more extreme in the House MD variation on this theme :”If it works, we were right, if he dies it was something else”. But all in all, this was the message delivered…

Lees het volledige artikel

Yonder_Lies_Jackson_Hole.jpg

If it doesn't cause any harm,well,...

…let’s carry on then with the same treatment. This is usually a classic when you have tried everything to cure a patient with standard methods and everything fails. Or even more extreme in the House MD variation on this theme :”If it works, we were right, if he dies it was something else”. But all in all, this was the message delivered…

Lees het volledige artikel

Yonder_Lies_Jackson_Hole.jpg

If it doesn't cause any harm,well,...

…let’s carry on then with the same treatment. This is usually a classic when you have tried everything to cure a patient with standard methods and everything fails. Or even more extreme in the House MD variation on this theme :”If it works, we were right, if he dies it was something else”. But all in all, this was the message delivered…

Lees het volledige artikel

the_usual_suspects.jpg

PPT and the Myth of Keyser Soze

In our series of conspiracy theories during the silly season, we would like to turn our eyes towards the equity market after last week’s adventures in Libor land. But before we do that, let’s just first reconsider the following conversation which took place some years ago in a San Pedro Police station : Verbal Kint : Who is Keyser Soze ? Nobody ever…

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the_usual_suspects.jpg

PPT and the Myth of Keyser Soze

In our series of conspiracy theories during the silly season, we would like to turn our eyes towards the equity market after last week’s adventures in Libor land. But before we do that, let’s just first reconsider the following conversation which took place some years ago in a San Pedro Police station : Verbal Kint : Who is Keyser Soze ? Nobody ever…

Lees het volledige artikel

the_usual_suspects.jpg

PPT and the Myth of Keyser Soze

In our series of conspiracy theories during the silly season, we would like to turn our eyes towards the equity market after last week’s adventures in Libor land. But before we do that, let’s just first reconsider the following conversation which took place some years ago in a San Pedro Police station : Verbal Kint : Who is Keyser Soze ? Nobody ever…

Lees het volledige artikel

world-interest-rates.jpg

Central banking dilemma

The most recent FOMC statement was again an exercise in walking on eggs. Bernanke told the world things were brightening up and at the same time being extremely frustrated about the slow recovery of the labor market. On the latter, he is right : of the more than 8 million jobs lost since this crisis struck, 2 mio have been picked up but the structural problems of the…

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Twitter

  1. Gino DelaereGino Delaere said: Good meeting in Noida, India on Friday with a company which has been using Artificial Intelligence & Machine Learni… https://t.co/iu28FIkPO7about 3 hours ago
  2. Gino DelaereGino Delaere said: @Fostijn https://t.co/TeyCR3XNidabout 12 hours ago
  3. Gino DelaereGino Delaere said: Had a great meeting with the owner of the iconic Royal Enfield motorcycle business (>90% market share in the mid-si… https://t.co/WP6y6gKnFkabout 13 hours ago
  4. Geert NoelsGeert Noels said: @Koen46604139 Op wat jij betaalt wel ;-)about 13 hours ago
  5. Gino DelaereGino Delaere said: Indians are consuming 10GB of data per month. The total monthly data consumption jumped 4 times from 2016 to 2018.… https://t.co/v3P6GuivwRabout 16 hours ago