US growth, ECB speculation, and more mistaken comparisons with King Canute....
ref :- "Week ahead. Market questions", The Financial Times, Companies and Markets Once again on a Monday we turn to the FT...
"Did we ever really believe that "Rules are Rules"? How innocent we must have been..."
ref:- "EU executive arm eyes ways to boost budget rules flexibility", by Martin Sandbu in the Financial Times Actually, first to...
Accepted wisdoms don't always hold true...
We write this on the move, so this really is just a pointer to the two Bloomberg articles... which you should read if possible. ref:- ...
Catch a falling knife? No thanks... not anymore
ref:- "US bond specialists warn over risks of Fed pull-out", The Financial Times, Companies and Markets Right then, time for a...
Getting twitchy? Spare a thought for EMs...
ref:- "Dark days for emerging market investors" , Unhedged newsletter in the Financial Times, by Robert Armstrong Pre-market...
Will it be back to the "same old, same old" once this is all over?
ref:- "Europe should not return to pre-pandemic fiscal rules", by Joseph Stiglitz, Opinion in the Financial Times Right... bef...
If it's Monday, it's time for the weekly heads-up...
ref:- "Fed watchers on standby for jobs data and "dot plot" ", Market questions in the Financial Times, Companies and ...
Big boys firing warning shots... yes, again
ref :- " Investment Banks Turn Sour on U.S. Equity Outlook ", Bloomberg Markets A couple of points to make straight off the ...
It's not just the Fed....
ref :- "Investors await signals on ECB asset purchase easing", Market questions -- Week ahead, The Financial Times For obvious...
Theoretical economics? You've got to be kidding...
ref :- "Demographics will not reverse interest rate fall" by Robin Harding in the Financial Times, Economics Generally speakin...
Powell boxes clever.... but the same questions remain
ref :- "Treasury Demand Shows Resilience as Fed Signals Bond-Buying Pullback", Wall Street Journal, Markets It was a public ho...