clausvistesen.squarespace.com - 5/25/2009
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The folks over at Danske Bank's analytical department are really clever people. Too bad then that they don't have an external RSS feed so that you can follow more easily what they have to say; and yes (!), this was a hint. Luckily, I managed to pick up on chief economist Carsten Valgreen's ...
clausvistesen.squarespace.com - 5/28/2009
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clausvistesen.squarespace.com —
Even when liars tell the truth, they are
never believed. The liar will lie once, twice, and...
then perish when he tells the truth. One thing which is certain at the moment is that the rumour mill is grinding hard and that it is very difficult to get a ...
(more)
- Alpha.Sources blog
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The Carry Trade and the Global Monetary Credit Transmission
Global Economy Matters —
... as well as my own account of said paper. The point is simply the extent to which economies can loose control over monetary policy and what this means. There is ample evidence I think that in a world where interest rate differentials of the current magnitude represent an inbuilt part of the edifice, there exist notable externalities from monetary policy. One aspect of this is created by the fact that some central banks basically have committed to a prolonged period of quantitative easing and another aspect is created by the fact that as the crisis ripples through, the world will ...
The Carry Trade and Global Monetary Credit Transmission (Wonkish)
A Fistful Of Euros » A Fistful Of Euros —
... as well as my own account of said paper. The point is simply the extent to which economies can loose control over monetary policy and what this means. There is ample evidence I think that in a world where interest rate differentials of the current magnitude represent an inbuilt part of the edifice, there exist notable externalities from monetary policy. One aspect of this is created by the fact that some central banks basically have committed to a prolonged period of quantitative easing and another aspect is created by the fact that as the crisis ripples through, the world will ...
Related Content
- Alpha.Sources blog
clausvistesen.squarespace.com 9/30/2009 — The analysis that follows accompanies Manuel's political overview, over at GEM, of the recent events in Germany as well as Edward's economic survey of the current state of play in the German economy (forthcoming). Essentially we are going to have a ...
- Alpha.Sources blog
clausvistesen.squarespace.com 9/30/2009 — The analysis that follows accompanies Manuel's political overview, over at GEM, of the recent events in Germany as well as Edward's economic survey of the current state of play in the German economy (forthcoming). Essentially we are going to have a ...
- Alpha.Sources blog - Read Martin Wolf on Global Imbalances ...
clausvistesen.squarespace.com 2/14/2009 — ... and then ask yourself the question What part of the puzzle is missing? Before we get to that however, I should note that Mr. Wolf, as ever, makes [1] some very interesting points in his recent column. Basically, he latches on to the lingering ...
- Alpha.Sources blog - Those Savvy Japanese Housewives
clausvistesen.squarespace.com 5/13/2009 — It has been a while since I have last reported on Japan so let us start with the basics which you may or may not already know. Last week the BOJ chose , as expected , to hold yet again on the continuing dim outlook for wages and inflation in Japan. ...
- Alpha.Sources blog - More on the Samurais ...
clausvistesen.squarespace.com 5/13/2009 — Well, isn't this just the way of efficient capital markets or what? A couple of days ago I did a piece on the rise of sovereign wealth funds and Japanese bond buyers (the real Samurais perhaps?) and how they acted as effective lenders of last resort, ...
- Alpha.Sources blog - The Way of the Samurais and Sovereign Wealth Funds
clausvistesen.squarespace.com 5/13/2009 — The global economy and her capital markets are certainly fascinating to follow at the moment if also a bit worrisome as we stand on the brink of what might very well be a nasty recession in key parts of the global system. One of the undercurrents of ...
Channel Magic
evilspeculator.com 7/7/2009 — 12:16pm EDT: We’re back at the bottom of our main channel - let’s see what happens here.
So far this tape can’t catch a bid but it’s all happening on zero participation - strange stuff…
- Alpha.Sources blog - Ms Watanabe Not Easily Deterred
clausvistesen.squarespace.com 5/13/2009 — People do not dissave to 0 since by very nature of the human life cycle they don't know when they pass away. Add to this that there might be some altruism and bequest involved. Also, remember that people in the dissaving part of their life cycle do ...
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