Central Banks Take a Turn

Central Banks Take a Turn

The dovish tone of central banks owes much to slowing global growth. January’s International Monetary Fund World Economic Outlook lowered global growth estimates for 2019 and 2020.

Calm(ish) Markets in Third Quarter

Calm(ish) Markets in Third Quarter

Markets were relatively calm during the third quarter of 2016 They were able to deliver some attractive returns overall and all eyes remain fixed on central banks. In the United States, all three major U.S. indices posted record highs twice during a single 7-day...
Complacency Down; Volatility Up

Complacency Down; Volatility Up

Blame recent volatility on the central banks! After 44 consecutive sleepy, summer days when Barron’s reported the Standard & Poor’s 500 Index opened and closed without a 1 percent move in either direction, the index tumbled last week – and so did indices in other...
Central Banks vs. Rates

Central Banks vs. Rates

Not perhaps as good a riddle as Golem asked Bilbo on their first meeting, but try this brain tickler: In July 2016, there were four. In June 2016, there were 10. Since 2008, there have been 673! What are they? If you guessed central bank rate cuts, you are on the...
Central Banks Are Driving

Central Banks Are Driving

Clearly, Monetary Policy And Central Banks Are Driving Domestic Economies And Pulling Global Levers At The Same Time. The global economy performed a bit like a Rube Goldberg contraption during the first quarter of 2015, although it’s doubtful many countries found...