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Release oil from US reserve to hit Russia
World oil price could drop $10-$12 per barrel
Fed drains punchbowl but others replenish
Private sector activity replacing Fed stimulus as market driver
Coco bonds risk turning into coco pops
Danger of safety valves turning into poor deal for investors
Prospect of ECB QE drives EU bond rally
Performance of periphery vs core bonds underpins QE expectations
Central banks in forward guidance rethink
Policy makers need to make a fresh start towards a new destination
- Markets Insight Time for central banks to step back
- John Authers A return to the old game of second-guessing
‘Safe’ assets needed to tackle savings mismatch
Infrastructure-backed bonds would expand stock
Ukraine fails to trigger risk repricing
Further upsets could provide excuse for global market correction
Quest to trigger inflation has failed
Boost in money supply to create inflation offset by other factors
All China’s roads lead to a lower renminbi
Currency must trade lower if Beijing is to rein in lending
Japan pension fund must cut bond holdings
Reform is urgent for Government Pension and Investment Fund
‘Tartan’ bond plan branded a ‘gimmick’
Scotland will have powers from 2015 to raise up to £2.2bn
Confront imbalances to end market turmoil
The primary cause of exploding imbalances is currency engineering
Japan shifts agenda as Abe’s arrows miss
Abe appears more committed to his nationalist agenda
Time for central banks to step back
Focus should be on building a more robust financial system
Growth must deliver or policy must change
Investors should favour non-US developed economies, writes Jay Pelosky
US unemployment is key to rate direction
Accuracy of the Federal Reserve’s forecast is in doubt
Minimise currency risk to find EM bargains
Risk is that everyone seeks to devalue in response to outflows
Japan proves better growth bet than EM
Earnings offer promise of Tokyo’s budding competitiveness
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Director
Institute of International Finance (IIF)
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Policy Analyst, Regulatory Affairs
Institute of International Finance (IIF)
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Head of Risk and Compliance
Catalyst Housing
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Financial Controller
Reignwood Investments UK Limited
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