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2012-09-10 by CoinInvest

Central Banks are seemingly the saviour of the world’s economy and financial markets — FIU

After Ben Bernanke’s speech at Jackson Hole where he highlighted the weakness of the US labour market in the Fed’s failing of its dual mandate, Friday’s very weak employment report has given rise to more speculation as to whether the FOMC on Thursday will announce a new large scale monetary easing. As I have argued […]

2012-09-05 by CoinInvest

What is Bernanke’s plan? — FIU

When I listen to Central Bankers these days I am hearing so much less than what the rest of the markets seem to hear. So when last Friday I heard Bernanke stating that the bar for further QE was very high, others heard him say that the Fed was just about to embark on another […]

2012-08-31 by CoinInvest

QE3 is now ruled out for this year — FIU

Ben Bernanke’s speech is very dull but has an important paragraph near the end. “As I have discussed today, it is also true that nontraditional policies are relatively more difficult to apply, at least given the present state of our knowledge. Estimates of the effects of nontraditional policies on economic activity and inflation are uncertain, […]

2012-08-23 by CoinInvest

The Commodity Price Boom Is Over — FIU

“The commodity price boom is over and anyone with half a brain knows that.” so said Martin Ferguson, Australia’s Resources minister this morning. After the release of the last FOMC meeting minutes showed that the FOMC closely discussed all its options for providing more monetary stimulus. Most members, although not all, stated that they believed […]

2012-08-17 by CoinInvest

August a mad month so far — FIU

August- could be described as a mad month so far. Price action in Core Government Bond markets this week has been very negative to say the least. The biggest moves have come in the US with Us Treasury 10yr yields rising 18bp from last Friday’s close and 30yr yields higher by 20bp. What has been […]