Tag Archives: Interest rates

Listening Closely to Janet Yellen (It’s Not about Equity Valuations)

In a question and answer session with the IMF’s Christine Lagarde last week, Fed Chairman Janet Yellen made a number of statements about systemic risks, but the media highlighted her equity valuation soundbite – that valuations “are at this point … Continue reading

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Chinese Rates – What’s Next?

A View from the Emerging Markets Desk Following several months of disappointing inflation data, the Chinese Central Bank moved to cut rates on Sunday. The People’s Bank of China (PBoC) cut the benchmark interest rate by 25bps, the third cut … Continue reading

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ABBA Time

Mamma Mia!! Yesterday morning (Thursday February 12th 2015) the Swedish central bank (the Riksbank) decided to take a chance on Quantitative Easing (“QE”), cutting the repurchase rate to -0.10% and announcing a bond-buying programme of SEK 10bn (approx. €1bn). The … Continue reading

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Why are Americans so Pessimistic about the U.S. Economy?

This is the first in a three-part series on Innovation Trends Retooling the U.S. Economy. Five years after the Great Financial Crisis (GFC), despite improvements in GDP growth and employment, the U.S. public still seems to be oppressed by a … Continue reading

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OPEC + Central Banks = Volatile Markets

Last Week in the Capital Markets OPEC’s failure to cut production shocked the market: Commodities: On Thursday, OPEC didn’t cut production. WTI crude lost $7 on Friday, ended the week down $10 to $66 (lowest since 2009). Gold fell $21 … Continue reading

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