Pandenomics
Click here to read the ING report
Looking for trouble…
Click here to watch the video!
Savers are Negative on Negative Rates
Click here to read the ING report
Greek Crisis Lessons
Click here to read the ING report
Globalization Disrupted
Click here for ING presentation
The New Abnormal
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Warped World of Bonds
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EMU Roads to Survival
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EMU Break-up?
Click to read the ING report.
Tag Archives: monetary policy
Central Bank Digital Currencies: Challenges for Commercial banks
Digital currencies are rapidly moving up the agenda for commercial banks. Although Facebook has been forced back to the drawing board with its grand Libra global currency plan, the Covid-19 pandemic is giving dramatic impetus to the central banks’ studies … Continue reading
Posted in Banking, Digital Currencies
Tagged CBDCs, China, Economics, Innovation, monetary policy, Technology
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Pandenomics – 15 ways that Covid-19 could change the world
The Covid-19 pandemic leaves us wrestling with a callous calculus: a crude and capricious trade-off between the tragic and huge loss of life and the many more livelihoods that will be lost. We are nowhere near knowing how bad it … Continue reading
Posted in Macroeconomics, Politics, Sustainability
Tagged China, consumers, Covid-19, Digital, Economics, employment, EU, financial markets, fiscal policy, Globalization, growth, Innovation, Interest rates, monetary policy, Pandemics, Policy, regulation, Sustainability, Technology, Trade, US
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Looking for Trouble
How politics could fuel downside risks to global markets It is easy to find downside risks to the outlook for the global economy and markets. Worse still, a recent ING report, entitled ‘Looking For Trouble’, highlights doubts about the ability … Continue reading
Posted in Brexit, Economic Growth, Macro, Macroeconomics, Politics, US Election
Tagged Brexit, Economics, fiscal policy, global economy, helicopter money, Macroeconomics, monetary policy, Policy, Politics, US
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Savers are Negative on Negative Rates
In recent weeks market turmoil has put negative interest rates firmly on to the centrals banks’ agenda. The Bank of Japan sprang a surprise by following the European Central Bank in moving into negative territory, and there is even talk … Continue reading
Posted in EMU, Macro, Macroeconomics
Tagged Economic Growth, Economics, EMU, financial markets, global economy, growth, Macroeconomics, monetary policy, negative rates, saving
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21 Lessons from the Greek Crisis
The refinancing deal struck on 13th July between Greece and its Eurozone partners left everyone bruised and unhappy. While it staved off the immediate threat of yet greater chaos from Greece being forced to abandon the euro, doubts remain … Continue reading
Posted in Economic Growth, EMU, Macro, Macroeconomics, Uncategorized
Tagged ECB, Economics, employment, EMU, Euro, Foreign exchange, Germany, Greece, Greek crisis, Grexit, Macroeconomics, monetary policy
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Draghi’s confidence trick is working a treat
Over the last few months there’s been a dramatic turnaround in capital flows to the Eurozone’s periphery, illustrating the success of ECB President Draghi’s rhetorical flourish last summer to do “whatever it takes” to support EMU. Today’s Financial Times carries … Continue reading
Posted in Bond Markets, EMU, Macro, Macroeconomics
Tagged bond markets, ECB, Economics, EMU, Euro, financial markets, monetary policy
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The Four Minute Solution to the Euro Crisis…
…complete with Dutch subtitles, here’s a video, posted originally on the website http://www.mejudice.nl. It summarises the key conclusions arising from the ‘Roads to Survival’ report about how EMU break-up may be avoided (see my June 5th post). But for now, … Continue reading
Posted in EMU, Macro, Macroeconomics
Tagged Economics, Euro, European Central Bank, Eurozone, financial markets, monetary policy, Policy
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Greco-German Games – No Winners
Suddenly the prospect of Greece leaving EMU looks horribly real. True, Greek voters continue to signal their continued enthusiasm for staying in. But this is at odds with their rejection of the austerity that is a precondition for the Eurozone’s … Continue reading
Posted in EMU, Macro, Macroeconomics
Tagged economic cycle, Economics, EMU, financial markets, Germany, Greece, monetary policy
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EMU Break-up: Pay Now, Pay Later
ING’s economics and strategy team has updated its report quantifying the impact of a possible fracture of Europe’s monetary union. emubreakup 011211The revised estimates suggest an even bigger blow to the region’s output: in a complete break-up the loss could … Continue reading
Posted in EMU, Macro, Macroeconomics
Tagged Economics, employment, EMU, financial markets, financial system, Foreign exchange, global economy, growth, Interest rates, monetary policy
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