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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

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 Did It Again!

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

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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

The One Reason Why The Fed Shouldn’t Raise Rates | Seeking Alpha

January 8th, 2016 · Comments Off on The One Reason Why The Fed Shouldn’t Raise Rates | Seeking Alpha

Domestically, there are some reasons for the Fed to raise rates, which we quickly survey. However, waiting a bit wouldn’t entail big risks either. If one considers the world economy at large, there are huge risks from a Fed rate hike now. We can’t believe they are prepared to take them. Source: The One Reason […]

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Tags: Monetary policy

Is the Fed falling behind the curve?

August 23rd, 2014 · Comments Off on Is the Fed falling behind the curve?

The nature of the 2008/9 crisis was different from previous crisis, and the nature of the recovery also differed. Apart from explaining the tepid nature of the recovery itself, it also shows the difficulties in interpreting the economy. These difficulties complicate the timing of policy changes by the Fed and significantly increase the risk that […]

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Tags: Monetary policy

Has the Fed blown it?

June 29th, 2013 · Comments Off on Has the Fed blown it?

US monetarist David Glasner says the Fed risks a “reprise of 1937”, an episode largely forgotten because the re-armament spending soon came to the rescue. Industrial output fell 30pc to 40pc, back to the levels of late 1933. The peak to trough contraction in GDP was 11pc. Unemployment jumped to 19pc. via Has the Fed […]

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Tags: Monetary policy

Is the Fed manipulating stock prices?

March 24th, 2012 · Comments Off on Is the Fed manipulating stock prices?

And if so, would it matter?

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