Tag: Monetary Policy

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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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Not So Fast

Fed Chair Powell indicates the pace of hikes is not...

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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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