The global economy is at or near full employment, yet a decade after the onset of the global financial crisis, central banks still struggle to achieve their 2% inflation targets despite years of extraordinary stimulus. In this paper, part of our Global Macro Matters series, we show that technology is an important—and often overlooked—factor in ...
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Impact of a Macron victory https://www.savvyinvestor.net/node/1067692
The implied probability of BREXIT is up 8-10% in the last week https://www.savvyinvestor.net/blog/Brexit-Barometer-polls-of-polls-of-polls
BREXIT BAROMETER - "polls of polls" and probability at a glance https://www.savvyinvestor.net/blog/Brexit-Barometer-polls-of-polls-of-polls
Brexit: Big Risk, Little Reward (BlackRock) https://www.savvyinvestor.net/node/865569
Larry Summers is "more convinced than ever" that his "secular stagnation" thesis is correct -https://www.savvyinvestor.net/node/853292
Blackrock's 2016 Outlook "Cycles Out of Synch" has been very popular https://www.savvyinvestor.net/node/822462
How much spare capacity is there in the US workforce? Interesting commentary posted by UBS https://www.savvyinvestor.net/node/804265
Tim Price - "The birth of the Federal Reserve as a private banking cartel" https://www.savvyinvestor.net/node/799021
Will "financial repression" and low interest rates reduce government indebtedness? From Allianz - https://www.savvyinvestor.net/node/796222
How will history recall Ben Bernanke's reign at the Fed - Triumph or Tragedy? Brad DeLong's view https://www.savvyinvestor.net/node/793059
Any thoughts on today's FOMC? I wouldn't be surprised to see an increase of 1/8. They're anxious to get going but wary of market reaction.
Gavyn Davies - from QE to QT - will emerging economies cause global "Quantitative Tightening"? https://www.savvyinvestor.net/node/767743
Is the IMF right to discourage central banks from raising rates? New article posted by UBS https://www.savvyinvestor.net/node/762080
Yuan devaluation - is China seeking export competiveness or merely following IMF advice? https://www.savvyinvestor.net/node/747125
UK rates may peak at 2.25% - how very precise! https://www.savvyinvestor.net/markets-outlook/global-economic-outlook
At last! Euro zone clinches deal with Greece after all-night haggle https://www.savvyinvestor.net/node/728838
Why is inflation so low if monetary creation is so high? Martin Feldstein at Project Syndicate - https://www.savvyinvestor.net/node/707022
Nouriel Roubini: Macro liquidity, crowded trades, and market illiquidity is creating a time bomb - https://www.savvyinvestor.net/node/707452
Stephen Roach: “The world economy is in the grips of a dangerous delusion” - https://www.savvyinvestor.net/node/693084
QE has created "dangerous risks"according to Harvard professor Martin Feldman https://www.savvyinvestor.net/node/691196
