Chinese bubble trouble: halfway through?
LONDON | July 17, 2015 | UBS | Property activity corrected visibly in 2014 and H1 2015, with declining property starts and weaker construction dragging down China’s industrial sector and GDP growth.
Search Results for deflation
What central bankers have forgotten
July 10, 2015 | By Benjamin Cole via Marcus Nunes’ Historinhas | As a lot, central bankers are not entrepreneurs or real estate developers, and are very risk-averse, and are minutely concerned with the strict control of prices (as measured) as opposed to robust prosperity.
BIS proposes sadomonetarism to promote recovery
July 1, 2015 | By Benjamin Cole via Marcus Nunes‘ Historinhas | The central banker’s club known as the Bank of International Settlements (BIS), suitably HQ’ed in Basel, Switzerland, this past weekend released its annual report, and advocated the globe’s major central banks raise interest rates to combat the chronic lack of aggregate demand and low inflation-deflation dogging the world’s developed economies.
Debt now a key risk in the emerging world
HONG KONG | June 18, 2015 | By Alicia García-Herrero via Caixin | Brazil’s economy is burdened by debt and China is leveraging at an unsustainable level, situations that could be exacerbated by Fed tightening.
Rates do matter
MADRID | June 14, 2015 | By JP Marín Arrese | We take for granted that close to zero rates remain the driving force for delivering growth. The massive liquidity pumped in by Central Banks in developed countries has led to this widespread belief on the merits of cheap money. But such manna brings with it a number of drawbacks.
Bond markets riskier than stocks
The Corner | June 8, 2015 | After all, equities are supported by the cycle and the upturn in business results. On the other hand, bond markets are negatively affected by the improvement of the economic outlook and a scenario where deflation is not considered anymore.
Bonds rise amid closer Greek deal
MADRID | June 3, 2015 | By Francisco López | Markets are still awaiting a possible agreement between Greece and its creditors. Stock markets are shivering one day, then the next one it’s the bonds’ turn to suffer, depending on the rumour of the day.
The IMF tells the BoJ to hit the gas? What about the US Fed?
May 25, 2015 | By Benjamin Cole via Marcus Nunes‘Historinhas | The International Monetary Fund on May 22 badgered the Bank of Japan to adopt a more aggressive growth stance, even though the island nation posted Q1 real GDP growth of 2.4%, and an annual inflation rate of 2.3%—along with an unemployment rate of 3.4%.
Oil sector – Drilling deeper: It’s the demand, stupid
May 25, 2015 | BNP Paribas | Data highlights that there is more pain to come for Drillers for the foreseeable future…and the opportunity for further offshore deflation for E&Ps and Majors.
If you don’t like quantitative easing, then look at Japan’s story
May 21, 2015 | By Benjamin Cole via Marcus’ Nunes Historinhas | If you don’t like quantitative easing, then consider this: The Nikkei 225, a broad measure of Japan’s stock market, is up 45.9% in the last 52 weeks.