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The Restoration

January 23, 2021
The focus in the week ahead is squarely on the United States.  The ECB, the BOJ, the Bank of Canada, and Norway's Norges Bank met last week.  No fresh initiatives were taken, but if there is a takeaway, it is that the vaccine appears to have made policymakers, like many of us, more confident about the medium-term outlook, even though more pain…
The Restoration The Restoration Reviewed by Marc Chandler on January 23, 2021 Rating: 5
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Two Overlooked Takeaways from Draghi at Jackson Hole

August 28, 2017
The consensus narrative from the Jackson Hole Symposium was the Yellen and Draghi used their speeches to argue against dismantling financial regulation and the drift toward protectionism.  Many cast this as a push against US  President Trump, but this may be too narrow understanding.  
Many investors were looking for policy clues, but these were no…
Two Overlooked Takeaways from Draghi at Jackson Hole Two Overlooked Takeaways from Draghi at Jackson Hole Reviewed by Marc Chandler on August 28, 2017 Rating: 5
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