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FX space billiards

“When you put all the pieces together, my guess is that the next in line will be Australia”, Econoshock 16/04/13 Beggar thy neighbor in full swing. Well, it took about a month to materialize what common sense was prescribing : The BOJ exporting its problems all around the globe and its main trade partners not being amused. Last week, the Australian…

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Screen shot 2013-05-13 at 11.04.45 AM.png

FX space billiards

“When you put all the pieces together, my guess is that the next in line will be Australia”, Econoshock 16/04/13 Beggar thy neighbor in full swing. Well, it took about a month to materialize what common sense was prescribing : The BOJ exporting its problems all around the globe and its main trade partners not being amused. Last week, the Australian…

Lees het volledige artikel

Screen shot 2013-05-13 at 11.04.45 AM.png

FX space billiards

“When you put all the pieces together, my guess is that the next in line will be Australia”, Econoshock 16/04/13 Beggar thy neighbor in full swing. Well, it took about a month to materialize what common sense was prescribing : The BOJ exporting its problems all around the globe and its main trade partners not being amused. Last week, the Australian…

Lees het volledige artikel

Screen shot 2013-04-08 at 9.55.56 AM.png

Liquidity carpet bombing

“The risk is we stay in this climate too long and that the carpet bombing of liquidity spurs inflation. Though there are no current signs of consumer price inflation, there is inflation, perhaps a bubble, in some asset classes. Segments of property markets across the globe, for example London, also display symptoms of this. How do we exit this without killing…

Lees het volledige artikel

Screen shot 2013-04-08 at 9.55.56 AM.png

Liquidity carpet bombing

“The risk is we stay in this climate too long and that the carpet bombing of liquidity spurs inflation. Though there are no current signs of consumer price inflation, there is inflation, perhaps a bubble, in some asset classes. Segments of property markets across the globe, for example London, also display symptoms of this. How do we exit this without killing…

Lees het volledige artikel

Screen shot 2013-04-08 at 9.55.56 AM.png

Liquidity carpet bombing

“The risk is we stay in this climate too long and that the carpet bombing of liquidity spurs inflation. Though there are no current signs of consumer price inflation, there is inflation, perhaps a bubble, in some asset classes. Segments of property markets across the globe, for example London, also display symptoms of this. How do we exit this without killing…

Lees het volledige artikel

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It's hard to satisfy us

Unbelievable but now the FED has managed to arrive at the point where they exactly wanted to be, it seems that a growing part of voting members within the FOMC does no longer agree: “Prices of assets such as bonds, agricultural land, and high-yield and leveraged loans are at historically high levels,” George said in a speech last week. “We must not ignore…

Lees het volledige artikel

Screen shot 2013-01-17 at 2.07.29 PM.png

It's hard to satisfy us

Unbelievable but now the FED has managed to arrive at the point where they exactly wanted to be, it seems that a growing part of voting members within the FOMC does no longer agree: “Prices of assets such as bonds, agricultural land, and high-yield and leveraged loans are at historically high levels,” George said in a speech last week. “We must not ignore…

Lees het volledige artikel

Screen shot 2013-01-17 at 2.07.29 PM.png

It's hard to satisfy us

Unbelievable but now the FED has managed to arrive at the point where they exactly wanted to be, it seems that a growing part of voting members within the FOMC does no longer agree: “Prices of assets such as bonds, agricultural land, and high-yield and leveraged loans are at historically high levels,” George said in a speech last week. “We must not ignore…

Lees het volledige artikel

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Wednesday's Pedrocchi Guest Post : German Golden Slumbers

This Wednesday, we welcome Bart Van Der Smissen in our “little” Italian caffé commenting on the goldrush. Or rather, on the recent German doubts over the physical presence of their gold stock somewhere on this globe. The floor is yours Bart. ——————————————————————————————————————————-…

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Twitter

  1. Gino DelaereGino Delaere said: The ⁦⁦@Econopolis⁩ EM team had another good day in Singapore filled with insightful meetings and thought-provoking… https://t.co/8b0QeIhpuuabout an hour ago
  2. Geert NoelsGeert Noels said: @Schuldensuehner @welt That’s a solution for Italy, and a systemic problem for the eurozone.about 8 hours ago
  3. Geert NoelsGeert Noels said: RT @Reuters: China's Xi opens world's longest sea bridge linking Hong Kong, Macau https://t.co/slFn25Loclabout 8 hours ago
  4. EconopolisEconopolis said: Wil nu toch het toeval dat onze blogpost van vorige vrijdag de titel "De toekomst is tech" droeg! #ontopofthings Le… https://t.co/aJi6uXLchHabout 9 hours ago