Archive | August, 2016

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MM #116 – Ready your rate radar

The Fed is the center of attention once again with higher expectations for a rate hike following Jackson Hole. We explain what happened and also examine if the data supports it before moving to the upcoming events.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Consistent case for a rate hike: While […]

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MM #114 – About the Fed’s forecasting failures

Are central bankers losing the plot? We discuss the problematic Fed’s forecasting, the unusual market impact from a rate cut and also update on the US economy and the road ahead. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Update on the economy: It is becoming harder to find a consistent theme with […]

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MM #113 Carney King of Governors, Small in Japan

This episode ranges from the BOE to BOJ: while both acted, market reactions were very different. Are central banks asked to do too much? We conclude with a summer preview. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Carney copying Draghi: The Bank of England introduced an overwhelming post-Brexit stimulus package and certainly […]

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