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"QE" tag
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Inflating Inflation Expectations

Rising prices feature in many economic forecasts for the US.  It is seen as part of the reflation meme as the vaccines roll out.  There seem to be three threads to the discussion. The first is...

US-Fed-Balance

Fed’s QE Unwind Continues at Full Speed in April

In April, total assets on the Fed’s balance sheet fell by $46 billion, as of the balance sheet for the week ended May 1, released Thursday afternoon. This drop reduced the assets to $3,890 billion,...

ecb

Why the ECB decided to bury its asset purchase program

The European Central Bank looks has removed a key pillar of its support for the euro area economies. At their final policy meeting this year, ECB governors announced the end of their bond-buying program. A...

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The Fed Accelerates its QE Unwind

The Fed’s QE Unwind – “balance sheet normalization,” as it calls this – is accelerating toward cruising speed. The first 12 months of the QE unwind, which started in October 2017, are the ramp-up period...

boj-japan-qe-infinity-marketexpress-in

BOJ Prepares for QE Infinity

The Japanese yen has been sold following the adjustments to policy and outlook by the BOJ that will allow the unconventional policies continue for an “extended period of time.” Cross rate pressure and month-end demand...

ecb-capital-key-qe-euro-marketexpress-in

Some Preliminary Thoughts on the ECB’s Capital Key

The ECB’s asset purchase program is constrained by the self-imposed guidelines. As it QE continues, the ECB seems to be bumping against some of these parameters. The situation is thought to be coming to a...

Is the ‘Unanticipated Expectation’ the new Anticipated Policy?

Federal Reserve announcement of a possible Qe Tapering of its massive bond buying program, implying unwinding of easy or cheap money availability in emerging economies created jitters in emerging markets’ financial markets world over. But, the...

Fed to or not to taper

The global capital markets have been feeling the effect for several months and now the cause is at hand. The Federal Reserve is set to decide whether to continue at the same pace the purchases of...

The QE Sandpile

Sell in May and go away? What about “risk off?” And ever more QE? Today’s letter is a quick note and a reprise of a popular letter from yesteryear (with a bit of new slant),...