Browsing Tag

quantitative easing

Are bond investors crying wolf?

The abrupt spike in interest rates from mid-April to mid-May is very unlikely to be the beginning of something much bigger and much more likely to be the sort of occasional panic attack that Japan has seen so many of in recent years.

Upgrading German and European growth

One thing to keep in mind regarding both politics and shares in Europe is that upgrades to the growth outlook are coming and more should be expected. I see Germany doing particularly well given the decline in the euro. This is positive for…

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