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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

After The Veil Of QE Is Lifted…

December 13th, 2014 · Comments Off on After The Veil Of QE Is Lifted…

There are many critics of QE, and indeed it does have limited real effects and produces some risks. However, now that the veil of QE is being lifted, what is revealed is a rather ugly world in which a host of deflationary forces conspire to take definite root. The US has, for now, managed to […]

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Tags: Monetary policy

Are We Hooked On QE? [SPDR S&P 500 ETF Trust, PowerShares QQQ Trust, Series 1 (ETF), ProShares Short S&P500 (ETF), SPDR Dow Jones Industrial Average ETF, ProShares UltraShort S&P500 (ETF), ProShares Ultra S&P500 (ETF), ProShares Short QQQ (ETF)] – Seeking

November 26th, 2013 · Comments Off on Are We Hooked On QE? [SPDR S&P 500 ETF Trust, PowerShares QQQ Trust, Series 1 (ETF), ProShares Short S&P500 (ETF), SPDR Dow Jones Industrial Average ETF, ProShares UltraShort S&P500 (ETF), ProShares Ultra S&P500 (ETF), ProShares Short QQQ (ETF)] – Seeking

What do we actually know with some degree of certainty (“stylized facts”) about QE, its effects on the markets and the economy? Well, for starters, the sheer size of it. Since 2007, the big four central banks (Fed, ECB, BoJ, BoE) have embarked on nearly $5 trillion of asset purchases [The Economist]. That’s an altogether […]

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Tags: Monetary policy

Is Permanent Monetary Stimulus The New Normal? [SPDR S&P 500 ETF Trust] – Seeking Alpha

November 26th, 2013 · Comments Off on Is Permanent Monetary Stimulus The New Normal? [SPDR S&P 500 ETF Trust] – Seeking Alpha

The QE policy of the Fed has generated a large amount of criticism, but what if the economy can’t stand on its own two feet without it, that is when it generates insufficient growth and employment without expansionary monetary policies? via Is Permanent Monetary Stimulus The New Normal? – Seeking Alpha.

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Tags: Monetary policy

Are We Hooked On QE? [SPDR S&P 500 ETF Trust, PowerShares QQQ Trust, Series 1 ETF, ProShares Short S&P500 ETF, SPDR Dow Jones Industrial Average ETF, ProShares UltraShort S&P500 ETF, ProShares Ultra S&P500 ETF, ProShares Short QQQ ETF] – Seeking

November 22nd, 2013 · Comments Off on Are We Hooked On QE? [SPDR S&P 500 ETF Trust, PowerShares QQQ Trust, Series 1 ETF, ProShares Short S&P500 ETF, SPDR Dow Jones Industrial Average ETF, ProShares UltraShort S&P500 ETF, ProShares Ultra S&P500 ETF, ProShares Short QQQ ETF] – Seeking

What do we actually know with some degree of certainty “stylized facts” about QE, its effects on the markets and the economy? Well, for starters, the sheer size of it. Since 2007, the big four central banks Fed, ECB, BoJ, BoE have embarked on nearly $5 trillion of asset purchases [The Economist]. That’s an altogether […]

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Tags: Monetary policy

The Great Unwind – How Is It All Going To End? – Seeking Alpha

October 26th, 2013 · Comments Off on The Great Unwind – How Is It All Going To End? – Seeking Alpha

While one of the victims of the budget fiasco has been the tapering of QE, it is no secret that sooner or later the Fed and some other central banks will slow, then stop, and then perhaps even unwind some of the asset purchases they have embarked on under the heading of QE. via The […]

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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

The end of Japan’s lost decades?

May 26th, 2013 · Comments Off on The end of Japan’s lost decades?

As for the countless readers demanding an apology from me for backing QE, Abenomics, and all the sins of monetarism: I defy you all. Ambrose Evans-Pritchard via The end of Japan’s lost decades?.

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Tags: Japan

Europe to follow Japan’s Abeconomics?

May 19th, 2013 · Comments Off on Europe to follow Japan’s Abeconomics?

Budding growth in the Japanese economy, just as a recession in Europe digs in, is renewing pressure on European policymakers to shift course from austerity to stimulus via Europe to follow Japan’s Abeconomics?.

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Tags: Economics · QE

Like diamonds, bond purchases are forever..

April 10th, 2013 · Comments Off on Like diamonds, bond purchases are forever..

Today’s QE relies on pushing down borrowing costs. It is “creditism”. That is a very blunt tool in a deleveraging bust when nobody wants to borrow. via Like diamonds, bond purchases are forever…

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Tags: QE