BoE: FPC Hikes to Normal Well Ahead of MPC
All banks passed the BoE’s annual stress tests for the first time. No new capital is required, but some capital will become incorporated into...
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BoE: Transmitting Periodic Hawkish Surprises
The BoE has delivered its first rate hike in a decade. Future moves will respond to its trade-off, with slack and inflation determining timing. I...
107 Views
Buy Energy Stocks; Brent Is Bottoming; Japan Breaking Out; Buying Opportunity in European Financials
Global technicals still relay a bullish outlook. Breakouts and bullish inflections are widespread, especially in Europe and Japan right now, as...
567 Views
BoE Set to Tighten Macroprudential Policy
China’s stretching credit cycle, combined with rising UK unsecured credit and household leverage, have returned the risk environment to a standard...
131 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
909 Views