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Entries Tagged as 'Monetary policy'

Will The Expansion End With A Fizzle Or A Bang?

July 29th, 2017 · Comments Off on Will The Expansion End With A Fizzle Or A Bang?

The Fed could very well raise rates because they fear the prospect of higher inflation and imploding asset bubbles bringing down the economy. So if they act, the economy goes out either with a fizzle or a bang. But, as it turns out, the risks of accelerating inflation is remote and an asset crash isn’t […]

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Tags: Monetary policy

Could The Fed End The Stock Rally?

July 12th, 2017 · Comments Off on Could The Fed End The Stock Rally?

The Fed could trigger a recession and a considerable stock market selloff if it tightens too much. We doubt there is much need for that given the fact that inflation is still very well behaved. In fact, in a world plagued by deflationary forces and high debt levels, a little inflation isn’t actually much of […]

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Tags: Monetary policy · The Markets

Is The Fed Is Behind The Wrong Curve?

June 29th, 2017 · Comments Off on Is The Fed Is Behind The Wrong Curve?

Debt to GDP ratios have kept on rising since the financial crisis in most of the world, in some parts at alarming rates. While we wholeheartedly agree with the BIS that this is a dangerous development, we’re less sure about their diagnostic. In essence, the BIS argues that the Fed is behind the wrong curve, […]

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Tags: Monetary policy

The Great Unwinding

April 23rd, 2017 · Comments Off on The Great Unwinding

The Fed (and other central banks) has amassed a great amount of assets, bloating its balance sheet. The Fed has started signaling to the markets that it is considering starting to unwind some of this. How did the Fed get here and what are the risks of this unwinding of its bloated balance sheet? We’ll […]

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Tags: Monetary policy

Minsky’s Financial Instability Hypothesis And The World’s Central Bankers

December 19th, 2016 · Comments Off on Minsky’s Financial Instability Hypothesis And The World’s Central Bankers

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Tags: Monetary policy

Civil War Within The Fed

November 3rd, 2016 · Comments Off on Civil War Within The Fed

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Tags: Monetary policy

The Fed And The Dollar Rule The World

August 27th, 2016 · Comments Off on The Fed And The Dollar Rule The World

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Tags: currencies · Monetary policy

The Fed Did It Again!

August 22nd, 2016 · Comments Off on The Fed Did It Again!

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Tags: Monetary policy

Central Banks Can’t Fight This

May 11th, 2016 · Comments Off on Central Banks Can’t Fight This

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Tags: Monetary policy

Why The Fed Critics Are Wrong | Seeking Alpha

January 10th, 2016 · Comments Off on Why The Fed Critics Are Wrong | Seeking Alpha

The Fed is under a host of criticism for its accommodating monetary policy. We think the criticism is largely missing the mark. It’s much easier to recognize asset bubbles after they have popped, and there are other instruments available to deal with them besides monetary policy. Also, the link between monetary policy and credit creation […]

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Tags: Monetary policy