Tagged with macro policy

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Greece to go? Steen Jakobsen, Mads Koefoed and...

2,056 views February 06, 2015

Greece and the ECB are like a married couple on the verge of divorce but staying together because...

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Loong: Beijing will blink again - interest rate...

548 views February 05, 2015

Cutting interest rates in China is the "next logical step" says Pauline Loong, Managing Director...

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Koefoed: US economy now fully recovered

769 views January 30, 2015

The latest economic data from the United States is, on the face of it, disappointing. Q4 2014...

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Hardy: Size matters for ECB QE

856 views January 21, 2015

It now seems inevitable that the ECB will announce large-scale quantitative easing this week....

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Hardy: Market negative on EUR

547 views January 20, 2015

Markets are taking a negative view on the euro, says John Hardy. But whether it is anticipation...

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Koefoed: Another solid job report from the US

564 views January 09, 2015

US nonfarm payrolls increased more than expected with 252,000 new jobs added in December....

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Koefed: My essential macro trades for Q1

640 views December 18, 2014

With the US economy at its strongest level since 2009, the US consumer is poised for a...

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Morningstar Research: Low oil prices - good or...

607 views December 17, 2014

You would expect low oil prices to be a welcome boost to economies struggling with low growth...

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The surprising aspect of the US recovery

396 views December 12, 2014

The US economic recovery might be among the slowest in terms of growth rate - 2.3% - but it's...

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Boom in the USA: Big jump in NFPs suggests only...

919 views December 05, 2014

The unexpected big jump in Non Farm Payroll numbers only serves to underline the fact that the US...

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Why the US jobs number could surprise

357 views December 05, 2014

The non-farm payrolls are out later on Friday. Market consensus for the November US job report is...

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ECB & NFP preview: QE on horizon, 'strong' US...

417 views December 02, 2014

With a weaker Euro and low oil prices offering some long-term hope to the embattled Eurozone,...