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[...] O. Hirschman, but it also leads us into mistaken assumptions, like the belief that higher interest rates lead automatically to higher savings rates. We do know some things about financial repression. [...]

[...] bond purchases by $10B. Future tapering decisions will be data dependent. Pledge to keep interest rates low for an extended period. Small Taper Better Than No Taper In terms of the impact on the [...]

[...] the adjustment from corporate deleveraging. That’s why you can probably expect cuts in interest rates and currency depreciation in the not-too-distant future. Without these two things, there’ll [...]

[...] 3 trillion euros to nearly 2 trillion and the biggest policy move from Draghi has been to cut interest rates close to zero percent. The rate cuts have failed to turn the Eurozone around and investors [...]

[...] today. He essentially proposes four limits on the US Federal Reserve: First, limit the Fed’s monetary policy goals to a narrow mandate in which price stability is the sole, or at least the primary, [...]

[...] all market participants about future economic outcomes, earnings, valuations, systemic risk, monetary policy, the Fed, etc. Technical analysis (TA) is the study of charts. Charts provide a vehicle to [...]

[...] got on with the task of nominating Yellen, just to remove that degree of uncertainty about monetary policy, but they’ll probably be otherwise occupied ensuring the government is funded this fall and [...]

[...] under which it operates can be explained using what we already know about the operations of monetary policy in a market-based financial system. One of the apparent puzzles about China’s growth [...]

[...] In This Edition: With few exceptions, commodity prices have fallen sharply in recent months, to their lowest levels in over a year. Relative to [...]

[...] index (CPI) figures, German producer prices undershooting and another bout of weakness in commodity prices, particularly oil, suggest deflation is winning the battle over central bank stimulus. Which [...]

[...] Bank (ECB) surprised the market with a rate cut today that sent the dollar rallying and commodity prices lower. We were expecting for the ECB to change its tone this meeting to prepare the market [...]

[...] with annual sales of more than $1 billion.” Hagerty, James R. WSJ. Oct. 1, 2013. Falling Commodity Prices China slowing over the past few years has had a bearish effect on commodity prices. It’s [...]

[...] even higher. He responded by making the observation that Fed money usually goes into financial markets, but that the advance is getting narrower. He pointed out that fewer big stocks are [...]

[...] perceptions, let alone hoped for economic outcomes, via manipulation of the financial markets? We know capital is “concentrating” right now, and the repository is US and large [...]

[...] which focuses on their directional implications for the major areas of the U.S. financial markets. From our September 11th Investor Sentiment Survey: “…the collective message of these [...]

[...] credit. The ability to buy and sell assets gives the Fed considerable power to intervene in financial markets not only through the quantity of its transactions but also through the types of assets it [...]

[...] % of global GDP. China’s disproportionate demand for iron was clearly the result of its intensely investment- [...]

[...] up to 10 per cent of China’s GDP, giving it, with the surplus equal to just over 1 percent of global GDP, one of the highest current account surpluses as a share of global GDP ever recorded. The [...]

[...] , and taxes, not only impact their individual standards of living but continues to erode the economic growth in the U.S. Ray Fournier recently penned that this is likely the beginning of the end for [...]

[...] the very low level of Jobless Claims. Those data points appeared to show that improved economic growth could more than make up for the rising interest rates as a result of changes to the Fed’ [...]

[...] and what appears to be a smarter use of natural resources to generate more investment and economic growth, according to Jennifer Cooke of the Center for Strategic and International Studies. Among [...]

[...] fallen in each of the last five years. Even China’s thirst for oil is diminishing as economic growth there shifts into a lower gear. The country’s latest industrial production numbers [...]

[...] of Q3 earnings reports, including more than 140 from S&P 500 members, to a host of economic data that got delayed as a result of the shutdown. The earnings season has been underwhelming [...]

[...] public might not give enough weight to how dependent the Fed’s guidance is on incoming economic data.” [Read: Watching for Signs of U.S. Housing Market Activity] That said, as we all know, [...]

[...] , a reading only seen during bear markets. Should the ECB fail to act aggressively if economic data in the region deteriorates further we could see further weakness in European financial [...]