ALL BLOG POSTS
For some time we have warned Canadian monetary conditions have become excessively tight - we might now be seeing the consequences of that. The Bank of Canada urgently need to ease monetary policy to avoid a recession and potentially also financial distress.
Watch Lars Christensen explain why the 'Trump boom' is running out of steam.
The 'Trump election shock' boosted inflation expectations and as a consequence, but once inflation expectations hit 2% the growth acceleration came to an end and now the Fed is killing the 'Trump boom' The question is will the 'Trump boom' turn into a 'Trump bust'?
Today the Czech central bank has removed its floor under EUR/CZK. Lars Christensen comments on this major event.
Today we launch a major expansion of Markets & Money Advisory. On our new website, you will find a lot more information about what we do – including our speaking, advisory, and research services.
Have a look at my comments on yesterday’s Fed hike.
The Federal Reserve is widely expected to hike the Fed funds target rate by 25bp today. The real question is how much more the Fed will deliver going forward. To get an idea about we are happy to give you a sneak preview on the “country page” for the US monetary policy from our soon to be launched Global Monetary Conditions Monitor (GMCM).
So here we go again – another Mountain bike ride and another MTB cast. This time we got three in one. First on Icelandic currency controls.
I have been out on a mountain biking this morning, but I could not help noticing the Czech inflation numbers for February. So have a look at my first MTB cast where I comment on the Czech inflation numbers.