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