May 8, 2012
The odds of more liquidity provisions from the European Central Bank (ECB) have increased. We believe the euro will underperform other European currencies; note, though, that the world, including the U.S., will remain awash in money.
May 3, 2012
Central Banks around the world have been under pressure to cover shortfalls in fiscal policy.
May 1, 2012
To Fed Chairman Ben Bernanke, being humble means to keep strong monetary policy support to avoid deflation.
Apr 19, 2012
If running out of your own money wasn’t bad enough, policy makers are increasingly spending other peoples’ money to bail their country out.
Apr 10, 2012
The global economy is healing, so we are told. Yet, the moment the Federal Reserve (Fed) indicates just that – and thus implying no additional stimulus may be warranted – the markets appear to throw a tantrum.
Apr 4, 2012
We believe the Federal Reserve (Fed) Chairman Bernanke has gone out of his way to assure the markets that monetary policy will remain “highly accommodative,” at least through late 2014.
Mar 29, 2012
In his new lecture series, Federal Reserve (Fed) Chairman Ben Bernanke is going out of his way to discuss the problems with the gold standard.
Mar 20, 2012
What are the implications for the U.S. dollar and investors portfolios if bond prices continue to fall, as they have of late?