Is Draghi’s ECB different?
With the FOMC having shown its hand, focus now turns to the ECB – to see what Mr Draghi meant
macro, politics, markets, ambivalence
With the FOMC having shown its hand, focus now turns to the ECB – to see what Mr Draghi meant
In a surprise (to me at least) the Fed took no new measures last night. Rather, it signaled that easing
Remember the January FOMC meeting? Try – because I think that it hold the keys to the current FOMC outlook.
It’s now August, so RP data have an estimate for what dwelling prices did in July. The uptrend we saw
The FT’s Robin Harding tips that the Fed will move their low rate pledge out a year to 2015 this
Once you know how to do it, creating your own R package is a snip – and it’s well worth
Hilsenrath sees scope for easier policy in the Q2 GDP report. “Key price indexes are uniformly running below the Federal
Skeptical about the new ECB? Well, you have heard it before …
Equities ripped, bonds sold off, and the little Aussie bruiser rallied to ~1.04 last night on reports that ECB Draghi
TM comes to the same conclusion as i have, mostly for the same reasons: These would broadly point to rates
The short term outlook for the RBA is now pretty clear – it’s for a period of steady policy rates