Split BOE Decision Wrong-Foots Markets, 2020 Rate Cut Now Seen Likely
“They’re closer to cutting rates than we think”.
Category: BoE
UK Manufacturing Shrinks Fastest In 7 Years, But Don’t Worry, ‘People Will Have Food’
“People will have the food they need”.
No-Deal Brexit Becomes Base Case For One Bank, Prompting Change To Fed Cut Call
We’re gonna need more “insurance”.
Here Are The 14 Biggest Problems With Central Banks Being ‘The Only Game In Town’
As we approach a pivotal juncture for the post-crisis monetary policy regime, potential problems are mounting.
From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview
To the rescue or out of ideas and ammo?
If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.
“… and most likely permanently.”
Trying Times: Full Week Ahead Preview
It can’t possibly be as bad as last week, right?
‘After A Decade’: With Central Banks At The Crossroads, A Look Back And Ahead
“Two roads diverged in a yellow wood.”
Meet Me In Sintra And Mind The Oil Slick: Full Week Ahead Preview
Ironies, cartels and trade wars.
More Policy Divergence: BOE On Hold, Signals ‘Limited’ Tightening
In case it isn’t clear enough, this just further underscores the policy divergence narrative.
BOE On Hold, See You In May
BANK OF ENGLAND VOTES 7-2 TO MAINTAIN BENCHMARK INTEREST RATE