Tag: Monetary Policy
Capital Market Line: With Free Money Behind Us, What Lies Ahead?
After more than a decade of monetary policy that would...
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Are Markets Finally Following the Fed?
After an unexpectedly strong January, the broad-based rally that risk...
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We May See bouts of Yen Outnumber Weakness Under Incoming BOJ Governor Ueda: Judging the Side Effects of Protracted Monetary Easing
We may see bouts of yen outnumber weakness under incoming...
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Jupiter Merlin Weekly: Playing Monetary Policy Whack-a-Mole
The Jupiter Merlin team discuss the continuing efforts of central...
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Demystifying Currency Hedging in Fixed Income
Investing overseas means investing in a foreign currency too. That...
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Podcast: A Sterling Effort? Reviewing the Fallout from the UK’s Mini-Budget
After a dramatic few weeks on the UK markets, where...
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AMO Insight “Why Bank of Japan Sticks to Accommodative Monetary Policy”
The price stability target of 2% looks unsustainable even with...
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Two Pieces of Good News for Investors on Inflation
Market participants are in desperate need of positive news given...
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Has Inflation Peaked? Ask the Housing Market.
Given inflation has been running hot for more than a...
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