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A Few Takeaways

December 21, 2015
1.  The election in Spain did not lift the uncertainty but re-redoubled it. Given the outcome, it is difficult envision a majority government.  Purely looking at the numbers, a coalition between the Popular Party and the Socialists is simplest solution.  It is like Pasok and the New Democracy in Greece and the Christian and Social Democrats in Ger…
A Few Takeaways A Few Takeaways Reviewed by Marc Chandler on December 21, 2015 Rating: 5
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Measuring Inflation

December 21, 2015
(co-authored with my colleague Sam Waters)
Inflation or indeed its opposite has driven monetary policy among the largest high income economies. With nominal rates thought to be bounded by zero, the US, UK, and Japan engaged in operations to increase the size of the central bank’s balance sheets as an unorthodox channel of easing monetary conditions…
Measuring Inflation Measuring Inflation Reviewed by Marc Chandler on December 21, 2015 Rating: 5
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Four Drivers of the Investment Climate in 2016

December 20, 2015
The broad interpretative framework we developed since late 2014, one that centers thede-synchronization of the major economies, will retain its usefulness into the New Year and beyond. The first phase of divergence was characterized by the Federal Reserve standing pat after winding down its open-ended asset purchase operations(QE3+), while many c…
Four Drivers of the Investment Climate in 2016 Four Drivers of the Investment Climate in 2016 Reviewed by Marc Chandler on December 20, 2015 Rating: 5
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