Tag: QE

Disparity Where Art Thou?

Disparity Where Art Thou?

The market is a dynamic ecosystem, or a community if you prefer, with many participants interacting with each other and with the market itself. One trader’s or investor’s behaviour doesn’t change the market, but get more and more behaving in […]

Photo by Maialisa (Pixabay)

This Post-Election Stock Market Rally Won’t Last

I’d like to share an update that throws some chilly water on the post-election stock market rally. My friends Van Hoisington and Lacy Hunt of Hoisington Investment Management usually write only quarterly letters. They send interim updates only when something […]

Get Ready For South Korea Quantitative Easing in 2017

Get Ready For South Korea Quantitative Easing in 2017

South Korea Quantitative Easing coming? As Japan wrestles with negative interest rates and government debt at astronomical levels – nearly 229.30% debt to GDP — South Korea looks at its trading partner and eyes quantitative easing in loving fashion. In […]

Deutsche Bank: The BoJ is running out of options

Deutsche Bank: The BoJ is running out of options

The Bank of Japan’s recent policy evolution clearly shows that policymakers are running out of options according to Deutsche Bank’s Foreign Exchange Economic’s analyst George Saravelos. ECB and BOJ Balance Sheets Are 50% Larger Since Jan 2015, Fed’s 1% Smaller […]