Results for Surplus Capital
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China Returns, ECB Record, Fed Minutes and the Week Ahead

October 05, 2019
Many high-income countries experienced little growth but strong price pressures in the 1970s.   Since the mainstream economics said the two were mutually exclusive, a new term had to be created, hence stagflation.  Fast forward almost half a century later, and mainstream economists are still having a problem deciphering the linkages between prices…
China Returns, ECB Record, Fed Minutes and the Week Ahead China Returns, ECB Record, Fed Minutes and the Week Ahead Reviewed by Marc Chandler on October 05, 2019 Rating: 5
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The Week Ahead: Cutting to the Quick

June 22, 2019
Central banks are prepared to take fresh measures to strengthen and extend the business cycle primarily because price pressures are below what their predecessors thought would be acceptable levels. Draghi, speaking for the ECB, the Federal Reserve, and the Bank of Japan ratcheted up their concerns, which, even without new initiatives, were suffic…
The Week Ahead: Cutting to the Quick The Week Ahead: Cutting to the Quick Reviewed by Marc Chandler on June 22, 2019 Rating: 5
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Curiouser and Curiouser

June 01, 2019
The first week of June features the Reserve Bank of Australia meeting, an ECB meeting, and the US employment data.  The RBA is expected to deliver its first rate cut in three years.  The market appears to have discounted not only a second cut in H2 but has priced nearly half of a third cut as well. 
A soft inflation reading after the seasonal bump …
Curiouser and Curiouser Curiouser and Curiouser Reviewed by Marc Chandler on June 01, 2019 Rating: 5
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What if Central Banks are not the Main Reason Rates are Low?

June 13, 2018
There seems to be a consensus among investors and asset managers.  The expansion of central bank balance sheets through the purchase of sovereign bonds pushed and is keeping bond yields low.  Some observers suggest that the central banks' QE has paved the way for the rise of populism by taking by neutralizing the ability of capital to go strik…
What if Central Banks are not the Main Reason Rates are Low? What if Central Banks are not the Main Reason Rates are Low? Reviewed by Marc Chandler on June 13, 2018 Rating: 5
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How China will Address its Surplus

April 11, 2018
Nothing fails like success, we are often old half seriously.  Yet we argue that the most formidable challenge for market economies is not this is or that weakness or defect that can be reformed away.  Rather, like some individuals we may know, the biggest weakness of capitalism arises from its greatest strength.  Capitalism has unleashed our speci…
How China will Address its Surplus How China will Address its Surplus Reviewed by Marc Chandler on April 11, 2018 Rating: 5
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