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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. Geert NoelsGeert Noels said: @Du__Bois @aStatement Ik heb hem nooit ontmoet beste man. Dit is opgenomen door TV op mijn kantoor toen ik boek heb… https://t.co/GAWwXs067sabout 11 hours ago
  2. Geert NoelsGeert Noels said: @JonasDutordoir @ManuelSintubin Iedereeen die afwijkt van de "pure lijn" die u voorhebt is volgens u ongeloofwaardi… https://t.co/o3mYTnRRvZabout 12 hours ago
  3. Geert NoelsGeert Noels said: @De_andere_Kris Lees gigantisme. Wordt erin besproken. Uw eenzijdig negatief focussen op mij maakt u dan weer compleet ongeloofwaardig.about 12 hours ago
  4. Geert NoelsGeert Noels said: @verbeke_t @SanderLoones De periode voor 1981 is ook interessant. Of de laatste 4 eeuwen. De aberratie is 1980 en v… https://t.co/vOYelc0hbIabout 12 hours ago
  5. Geert NoelsGeert Noels said: @JorisMeys @koepee Dus er gebeurt niets volgens u?about 12 hours ago