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DeSaque Macro Research - Global macro investment insights

Global macro investment insights

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DeSaque Macro Research - Global macro investment insights | desaque.com Reviews

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Global macro investment insights

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July 2012 Archives - DeSaque Macro Research

http://desaque.com/2012/07

Global macro investment insights. Archive July, 2012. All Eyes On The Fed. All Eyes on the Fed The Fed has both enemies and supporters in Congress. The behaviour of the US central bank will be under extra scrutiny by Congress during a Presidential election year. The ideal backdrop for the Fed would be to sit on the fence. The Fed does not, however, have that luxury: the […]. Continue Reading →. Testing Times For US Corporate Profits. Continue Reading →. Closing Out 2013 with Plenty to Think About. The Ec...

2

September 2012 Archives - DeSaque Macro Research

http://desaque.com/2012/09

Global macro investment insights. Archive September, 2012. Watching the Fed: Structuring Quantitative Easing. Once AgainAll Eyes on the Fed The Federal Open Market Committee (FOMC) begins another two day meeting today, with the economy still seemingly stuck in second gear. At the recent Jackson Hole gathering of central bankers, Fed Chairman Bernanke outlined the case for yet another tranche of quantitative easing, expressing grave concern about the state […]. Continue Reading →. History Suggests Not To!

3

Fiscal Gridlock: Light at the End of the Tunnel?

http://desaque.com/closing-2013-plenty-think

Global macro investment insights. Closing Out 2013 with Plenty to Think About. Fiscal Gridlock: Light at the End of the Tunnel? An Important Year Ahead for the Fed. Strange Events in the Federal Funds Market. Fed and BoJ: Different Policy Paths in 2014. US Equities: Ending the Year in a Bubble? Some commentators claim quantitative easing has simply produced an environment ripe for financial bubbles. This is partly due to the distorted risk-free rate, against which the equity risk premium is evaluated...

4

December 2012 Archives - DeSaque Macro Research

http://desaque.com/2012/12

Global macro investment insights. Archive December, 2012. The New Fed Policy Thresholds: Nothing Sinister, But Hostage to Politics. The Fed Gets Even More Transparent The decision by the Federal Open Market Committee (FOMC) to embrace policy target thresholds has taken monetary policy transparency to a new level. I recently alluded that the FOMC could embrace such a tactic in early-2013. The FOMC also decided to raise the ante on its asset purchase programme […]. Continue Reading →. December 16, 2013.

5

The New Fed Policy Thresholds: Nothing Sinister, But Hostage to Politics - DeSaque Macro Research

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Global macro investment insights. The New Fed Policy Thresholds: Nothing Sinister, But Hostage to Politics. The Fed Gets Even More Transparent. New Regime, Specific Policy Thresholds. The Policy Thresholds; Nothing Sinister. Labour Market Dynamics: Crucial for Fed Policy. Fed Policy Implications under Slower Potential GDP Growth. Reaching the Policy Thresholds: Political Events Could Be Crucial. The Fed has decided to invoke policy target thresholds for the unemployment rate and inflation, along with ano...

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Global macro investment insights. I was in Hong Kong when the Asian Financial Crisis first erupted in July 1997, just weeks before the handover of the former colony back to China. At the time, many observers felt the crisis would suppress growth for many years to come. The crisis was the catalyst for my strong research interests in Asia. US Monetary Policy: Fed Shifting Focus to Federal Funds Target. Rising Velocity of Circulation of Money: A Risk for US Financial Markets. Web Development by PC Man.

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