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2012-10-09 by CoinInvest

Distortions are all over the markets again – shows so many in the market really lack the conviction of their statements — FIU

And the risk markets are always hoping for Central Banks to intervene and to bail them out. This continues to look like a pyramid scheme. The latest optimism comes today from a Chinese press report suggesting that the Chinese will cut the Reserve Requirement Ratio in the coming weeks, ahead of most analysts expectations. It […]

2012-09-20 by CoinInvest

Monetary stimulus begun to fade — FIU

The reaction to the monetary “stimulus” provided by the FOMC and the BoJ over the past week has begun to fade and will continue to do so. And whilst some continue to say that the ECB has provided additional stimulus, I will point out that they haven’t bought a single bond of any country under […]

2012-09-17 by CoinInvest

Well I have to admit I got that one wrong! — FIU

Well I have to admit I got that one wrong! Whilst I always knew that further QE would come, I didn’t think it was justified today. The Fed Chairman must be taking an even more negative view on the US economy that even me. The justification for additional monetary easing was never there from a […]

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 […]