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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…

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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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Market Update - Global banks, CDS and Fx

QE3 and the morning after, what’s the score ? Well, considering it was pretty well wired, market reactions so far are not that exuberant in terms of volatility. Ben’s message was simple : Nevermind the greenshoots appearing, we are going “all in”, no matter. Until unemployment does not dive under the FED’s 6,5% target, we will…

Lees het volledige artikel

Screen shot 2012-12-13 at 10.42.39 AM.png

Market Update - Global banks, CDS and Fx

QE3 and the morning after, what’s the score ? Well, considering it was pretty well wired, market reactions so far are not that exuberant in terms of volatility. Ben’s message was simple : Nevermind the greenshoots appearing, we are going “all in”, no matter. Until unemployment does not dive under the FED’s 6,5% target, we will…

Lees het volledige artikel

Screen shot 2012-12-13 at 10.42.39 AM.png

Market Update - Global banks, CDS and Fx

QE3 and the morning after, what’s the score ? Well, considering it was pretty well wired, market reactions so far are not that exuberant in terms of volatility. Ben’s message was simple : Nevermind the greenshoots appearing, we are going “all in”, no matter. Until unemployment does not dive under the FED’s 6,5% target, we will…

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

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

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The "Empire" strikes back - Higher

Since unemployment and consumer confidence are not in line with its desired target, the FED decided…to buy houses. Again. QE1 apparently developed the appetite for a repetition. So we now have some 85 bio USD of asset buying on a monthly basis including the 40 bio USD extra MBS from now on (remainder re-investing of maturing MBS and Treasury bonds to keep…

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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