QE Is Bad Policy, But Not For The Reasons You Think
QE is blamed for the recent inflationary surge by hard-money doctrines – the same hard-money doctrines that failed spectacularly in the previous decade. QE didn’t produce any inflation in the […]
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 […]
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 […]
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. […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]