Central banks

Etusivu/Central banks

Q-Review 4/2019: Into the Abyss

|2019-12-19T16:20:57+02:0019 joulukuun, 2019|Banks, Bonds, Central banks, China, Credit, English, Global depression, Global economy, Growth forecasts, Recession, Stock market, Zombie companies|

The economic calm which has succeeded the turbulent conclusion to 2018 was abruptly shattered on the 16th of September. On that day, rates in the repo markets spiked by 248 basis points to more than double the overnight lending rate of the...

Kommentit pois päältä artikkelissa Q-Review 4/2019: Into the Abyss

Repo-market turmoil: staring into the financial abyss?

|2020-01-03T14:44:08+02:0014 joulukuun, 2019|Central banks, English, Financial crisis, Financial markets, Global depression|

One thing has been bothering us for six years. How can so many economists and economic commentators dismiss the ever-increasing market meddling of central banks so lightly? The first time we warned about this possible threat to financial markets w...

Kommentit pois päältä artikkelissa Repo-market turmoil: staring into the financial abyss?

China (and the world economy) at the end of the road

|2019-11-22T15:26:17+02:0020 marraskuun, 2019|Central banks, China, English, Global depression, Global economy|

We have been monitoring China closely since March 2017. We were one of the first to show that China had driven the global business cycle since 2009 and that the rem...

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The destruction of the European banking sector

|2019-11-06T08:10:05+02:003 lokakuun, 2019|Banks, Central banks, English, Financial crisis, preparation, Recession|

For some reason, the dire situation of European banks is not causing further alarm. This is strange, as it is the exact place where the new global banking crisis is likely to start. What makes it even stranger is that recession is approaching the ...

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Don’t trust the liquidity

|2019-11-05T17:41:36+02:0012 syyskuun, 2019|Central banks, China, Economic growth, English, Financial crisis, Global economy, Recession|

There is renewed hope in the markets after central banks, most-recently the ECB and China, have added easing measures. The working narrative is that these will, once again, renew global growth and allow governments, corporations and consumers to go e...

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Q-Review 3/2019: The Endgame

|2019-11-05T09:10:43+02:0010 syyskuun, 2019|Central banks, English, Financial crisis, Forecasts, Global economy, Recession|

A recession is approaching. Almost anywhere in the world one looks, economic indicators are in decline. As we have argued since March 2017, the coming recession wil...

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Will central banks survive?

|2019-10-10T08:00:47+03:0026 elokuun, 2019|Central banks, English, Financial markets, Global economy|

Almost all economists and the vast majority of the general population erroneously believe that central banks are, basically, indestructible. And most fail to appreciate that central banks are different from normal commercial banks in just two respect...

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Where from here?

|2019-10-10T08:01:25+03:008 elokuun, 2019|Central banks, China, English, Global economy, Recession|

Global stock markets have been wobbly after the Federal Reserve failed to impress and the trade war heated-up. Combined with the weakening global economic outlook, there are not many reasons for stocks to rally. Many are also wondering about the d...

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A tale of two deflations

|2019-10-10T08:02:08+03:005 elokuun, 2019|Central banks, Economic growth, English, Financial crisis, Recession, Zombie companies|

This post has been co-written with Dr. Peter Nyberg. Japanification is a term that has re-emerged recently.  It r...

Kommentit pois päältä artikkelissa A tale of two deflations

It works, until it doesn't

|2019-10-10T08:02:44+03:0026 heinäkuun, 2019|Central banks, China, Economic growth, English, Financial crisis, Global economy, Recession|

As expected, increased ’dovishness’ by the Fed has gotten markets rallying. Both the S&P 500 and DJIA have touched new highs. From the perspective of late last year, such massive rallies seemed unlikely indeed. While some kind of a Fed pivot was ...

Kommentit pois päältä artikkelissa It works, until it doesn't
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