BlogSpot - January 12th, 2015
After disappointed optimism in 2014, starting 2015 in confusion A disappointing 2014—marked by the return of geopolitics (and their...
BlogSpot - December 15th, 2014
QE keeps center place in the European debate Delayed action once again… No QE was announced at the latest ECB meeting, despite much...
Thematic BlogSpot - Inventory of Central Banks’ Challenges in Times of Secular Stagnation
With nominal interest rates at (or close to) 0 in major economies since 2009 (IMF, 2009), risks of secular stagnation (see our WS...
BlogSpot - November 17th, 2014
The EZ on the road to QE? Is the ECB preparing for QE? While announcing the start of the asset purchase program, Mario Draghi confirmed...
BlogSpot - September 8th, 2014
Economic weakness in Europe remains pervasive, from Germany, France, and Italy. GDP (0 percent), PMI (50.7 percent), and inflation (0.4...
BlogSpot - June 16th, 2014
A few days pass, and analysts become more critical of the ECB monetary action The ECB announced (see the ECB’s web site or the transcript...
BlogSpot - May 19th, 2014
The crisis is NOT over With close to 0 growth, Eurostat GDP growth data for 2014Q1 disappointed. EuroIntelligence, in rather harsh words,...
BlogSpot - May 12th, 2014
The ECB: all talk and no action, but wait until June! EuroIntelligence looks at the latest data on the recovery and writes that they...
Article - If the U.S. pulls the blanket over itself, will emerging markets get a cold?
Policy mistakes pave economic history. In recent times, some blame Alan Greenspan’s low interest rates policy for causing the housing...
BlogSpot - March 21st, 2014
A tripartite agreement for the SRM The Commission, the European Parliament and the Council reached a trilogue deal on the Single...
