Trend Results : Monetary Policy


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Jeffrey Gundlach Warns "The Goldilocks Era Is Over"

Authored by Robert Huebscher via AdvisorPerspectives.com, Easy monetary policies during the post-crisis period have propelled equity prices higher and driven bond yields lower. But as central banks reverse their quantitative easing (QE)...Show More Summary

WGC: 2018 Set To Be A Positive Year For Price of Gold and Investors

WGC: 2018 Set To Be A Positive Year For Price of Gold and Investors - Gold expected to build on 2017 gains into 2018 despite headwind conditions- Gold has gained more than 9% in the year-to-date- Monetary policy and policymakers will...Show More Summary

Chinese money trends suggesting stable outlook

Chinese monetary and regulatory policy tightening in 2017 has raised fears of a sharp economic slowdown in 2018. Monetary trends do not currently support such worries. Narrow and broad money measures are rising at a pace consistent with moderate nominal economic expansion. Show More Summary

Emerging Markets: Best Gains in 8 Years

Emerging Markets Shrug Off Crises For Best Gains in Eight Years Source: Bloomberg   Straight forward: “2017 is set to go down as the year when easy monetary policy and budding global growth came together to deliver blockbuster returns for the world’s emerging markets. Show More Summary

Bank of England holds rates, hints that more hikes could be on their way

Bank of England leaves monetary policy unchanged, with its base interest rate remaining at 0.5%. Britain's central bank had been widely expected to leave policy unchanged after raising interest rates at its last meeting in November. "Any...Show More Summary

What To Expect From The ECB

Submitted by RanSquawk ECB Monetary Policy Decision Due At 12:45 GMT, 13:45 CET, 07:45 EDT, On Thursday 14th December 2017, Press Conference Due At 13:30 GMT, 14:30 CET, 08:30 EDT Unanimous expectations look for the ECB to leave itsShow More Summary

ECB Keeps Rates Unchanged, Sees Current Policy Stance "Contributing To Favorable Liquidity Conditions"

As expected, there was little surprise in the ECB monetary policy decision, which kept all three key ECB rates unchanged, and which announced that rates will "remain at their present levels for an extended period of time, and well past...Show More Summary

Rosenberg on Tax Bill, Market Valuations, and Monetary Policy

By FS Staff – The US stock market is booming! Nearly every index is hitting all-time record highs as investors price in a major tax cut to corporations before Christmas. What could go wrong? David Rosenberg, the well-known chief economist and strategist...

The Latest: Investors cautious ahead of Fed announcement

The Latest on the Federal Reserve's monetary policy meeting (all times local): 4:50 a.m. World stock markets are subdued ahead of an expected interest rate increase from the Federal Reserve. … Click to Continue »

Martin Sorrell Handpicks an Ogilvy Veteran to Manage Finances at WPP Health & Wellness

WPP made longtime analyst and Ogilvy veteran and worldwide controller Stacey Ryan-Cornelius the organization's first chief financial officer today, tasking her with managing the monetary policies and procedures of its global Health & Wellness division. WPP chairman Martin Sorrell handpicked Ryan-Cornelius for the role after working with her at Ogilvy for nearly 20 years. She...

Euro at risk from distortionary ECB policy

ECB monetary policy is grotesquely misaligned with economic conditions. Monetary laxity threatens to reverse a recent strengthening of the balance of payments basic balance, suggesting euro weakness. GDP grew by 2.6% in the year to the third quarter, mainly reflecting strength in domestic final demand, which rose by 2.3% – see first chart. Show More Summary

Here's why you shouldn't freak out about Fed tightening

In response to the financial crisis, the Fed engaged in unprecedented monetary policy to stimulate the economy. Now the Fed is reversing those policies by hiking interest rates and shrinking its balance sheet. Investors shouldn't worry...Show More Summary

Goodfriend at the Fed?

I’ve consistently advocated the following positions: 1. The Fed should focus on monetary policy and not get into credit allocation.  They should focus on buying Treasuries, not other types of debt (unless they run out of Treasuries to purchase–which is not likely.) 2.  The Fed should rely on policy rules, not discretion. 3.  The Fed […]

Fed's Kaplan Fears "Excessive Financial Imbalances", Warns "We Are Vulnerable To Rapid Reversals"

Dallas Fed President Robert Kaplan just went full 1996 Greenspan... In an esay designed to explain "A Balanced Approach to Monetary Policy", Kaplan included an ominous section pointing at the very significant bubbles that have been blow...Show More Summary

A Fed mistake could hurtle the economy into recession

Michael Collins, the senior investment officer at PGIM Fixed Income, discusses monetary policy. He sees the Fed continuing to be transparent with their plan, which he says will likely result in two rate hikes in 2018. He says that there's...Show More Summary

Saturday assorted links

1. Does grade inflation boost home prices?  I am pretty sure that is the wrong framing, but still a result of interest. 2. Are there momentum-based excess returns from monetary policy shocks? 3. Forty percent of the buildings in Manhattan could not be built today (NYT).  #zoning 4. Show More Summary

Companies are making commitments, despite Brexit uncertainty: British Land CEO

British Land CEO Chris Grigg speaks about third-quarter earnings, how Brexit is impacting business and monetary policy from the Bank of England.

BoE Deputy Governor Gives Crazy Speech Warning Markets Have Underestimated Rate Rises

On 2 November 2017, the Bank of England raised rates for the first time in a decade and Sterling’s initial rise was promptly sold off by forex traders as we discussed. The 7-2 vote by the Monetary Policy Committee was not the unanimous...Show More Summary

The Moment Gary Cohn Realized His Entire Economic Policy Is A Disaster

Ever since 2012 (see "How The Fed's Visible Hand Is Forcing Corporate Cash Mismanagement") we have warned that as a result of the Fed's flawed monetary policy and record low rates, corporations have been incentivized not to invest in...Show More Summary

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