Tag Archives: Japan

Central Bank Surprises: Is the FOMC Sounding an Alarm?

The Swiss were first, followed by the Indians, Canadians, Danes (3 times!), Japanese, and Russians (again last week) – central banks are changing policies without telegraphing their intentions in advance. In a period of rising central bank activism and high … Continue reading

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Japanese Economic Update: A Meaningful Recovery?

Monica Defend, Pioneer’s Head of Global Asset Allocation Research, and Alessia Berardi, Japanese Global Asset Allocation Research Economist recently released an update on the Japanese economy. Below are some of the highlights. For the full report, click here.

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Summer Ends Quietly…with a Market-Moving Speech

Last week in the capital markets: A Quiet Last Week of August.  Economic news again suggested the U.S. economy is fine, while Asia and Europe are facing headwinds.  Mario Draghi’s dovish-sounding speech at Jackson Hole a week ago was probably … Continue reading

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The FOMC Holds Steady as Markets Hit a “Tipping Point”

  Observations on the Capital Markets – Week Ended August 1, 2014 The FOMC met last week, expressed satisfaction and maintained course. While their policy decisions (continue the taper—now $25b—and keep the Fed Funds rate where it is) were no surprise, the … Continue reading

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Two Preconditions of Fed Tightening Evident in Last Week’s Data

The Yellen Fed is wary of tightening too soon. It wants to see significant improvement in labor markets. (We’re seeing it.) It also wants to see evidence that U.S. inflation has formed a bottom. This precondition for a tighter Fed … Continue reading

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