Tag "Federal Reserve"
Headwinds for the US and UK economies
Economies in the UK and US are bright spots in the developed world, but not quite bright enough to instill confidence. If there has been one trend across the developed
3 things to watch in emerging market currencies
The US dollar has been on a tear since July, and its effect are beginning to hit emerging markets. First there was the taper tantrum, then another, then another. Emerging markets
US municipal bonds squeezed by austerity
A perfect storm of austerity, low interest rates, and rebounding tax revenues are causing US municipal bond yields to plummet. The first part of 2014 was strong for municipal bond
5 ways inflation is defining the 2014 economy
Inflation, or lack thereof, is an important global economic indicator. Whether it is Sweden or Brazil, central bankers or policymakers, here’s a look at why inflation is so influential. 1. Europe, Japan,
Crises around the world put a wrench in Fed plans
Investors’ flight to safety will eventually limit the Fed’s ability to normalize rates. When the US announced new sanctions on Russian officials before Wall Street opened on July 17, most
What low rates and high prices mean for investors
With few underpriced assets and interest rates at historical lows, do investors face a bubble or a stable– and unprecedented– leveling in markets? Spain, the jittering economy that recently prompted fears about
Modi and Rajan face uphill battle with India’s growth and inflation
Given the potential conflict between Narendra Modi’s focus on growth and the Reserve Bank of India President Raghuram Rajan’s goal to curb inflation, both will need to work together to
US Decline Series: Financial sector health makes US a sound investment
The US regulatory response to the crisis has resulted in a stronger market and equipped the US to deal with future crises. This GRI series challenges the myth of the American
“Too Big to Fail” banks enjoy lower funding costs despite stronger regulations
Implicit subsidies for large systemic banks has come down since the crisis but it is still higher than before, reflecting an ongoing perception of government support for the largest banks. While
Book Review: Currency Wars
In his 2011 book Currency Wars: The Making of the Next Global Crisis, James Rickards explains that we are in the third reincarnation of currency wars. He highlights the fact that
