Tim Duy PhD's picture

If there is one thing that I am fairly sure that monetary policymakers hate, it is the idea that the outcomes of their meetings are preordained. November appears to be just such a meeting. To be sure, Fed hawks want to believe the meeting...

Matthew Kerkhoff's picture

In the world of uncharted monetary policy, Japan has become the leader in exotic policies. They’re further along the easing curve than anyone else and represent a live case study on the limits of central bank intervention.

David Kotok's picture

“Why is Zika so important that you write about it often?” I have gotten that question many times. An update on the Zika situation follows. But first let me offer an explanation as to why I write about it. I believe that health issues and disease...

Stratfor's picture

British Prime Minister Theresa May used the first day of the Conservative Party Conference on Oct. 2 to make a series of announcements related to the process of leaving the European Union. According to May, the British government will formally...

Axel G Merk's picture

The end of US dollar dominance may be unfolding in front of our eyes. No, we don't think China's ascent is the key threat; instead, key to understanding the US dollar may be to understand the money market fund you might hold.

Charles Hugh Smith's picture

Which blocs/nations are most likely to face banking/liquidity crises in the next year? Hating the US dollar offers the same rewards as hating a dominant sports team: it feels righteous to root for the underdogs, but it's generally unwise...

Michael Shedlock's picture

Inquiring minds may be interested in a cornucopia of relevant numbers on Deutsche Bank including market cap, leverage, capitalization, deposits, liquidity, derivatives multiple ways, and systemic risk. Systemic risk numbers are from...

ValueWalk's picture

Election uncertainty – Confirmation that one lives inside an alternative universe may have occurred when a US Presidential candidate woke up in the middle of a night’s sleep last Friday morning to engage in a damaging Tweeter storm.

Patrick O'Hare's picture

It happened again this past week—and no, we're not talking about OPEC's lip service toward a production cap agreement or the specter of a banking crisis cropping up with doubts surrounding Deutsche Bank's capital position.

Paul Kasriel's picture

Both 2016 US presidential candidates of the two major political parties are, to greater and lesser degrees, advocating the imposition of restrictions on US imports if foreign exporters engage in “unfair” trade practices. Regardless of