Incisive Views from Professionals
By Brooks Ritchey, Senior Managing Director, K2 Advisors, Franklin Templeton Solutions Monetary policy around the world has taken an unprecedented turn—with negative interest rates now the norm in several parts of the world. Brooks Ritchey, Senior Managing Director of K2 Advisors, sees scant evidence to prove this policy approach is working to stimulate […] Read more »
By Stewart Richardson, Chief Investment Officer of RMG Wealth Management We held our quarterly investment meeting last week (please let us know if you would like to receive a copy of the chart pack), and as you would expect, in both preparing for the meeting and in discussion during the meeting, we thrashed out […] Read more »
By Marc Ostwald, Strategist at ADM Investor Services International Limited If the FOMC’s objective was to convey confusion, it has succeeded, thereby ploughing a deep furrow of instability and destabilization, and shining a very bright light on the large debt and liquidity trap it and other G7 central banks have spent 7 years crafting. […] Read more »
By Neil Azous Managing Member of Rareview Macro LLC Most of us hand over dollar bills every day without ever really looking at them very closely. They are too familiar. But if you pause to look closely at the one dollar bill, you will see, right below the one-eyed pyramid, the Latin phrase “Novus […] Read more »
By Colin Cieszynski, Senior Market Analyst, CMC Markets Following the decision to commence tapering at the last meeting, this article looks what the possible outcomes from the forthcoming FOMC meeting could mean for market participants this year. The article addresses: The key questions following the Fed meeting in December Why QE may be trimmed […] Read more »
By Alastair Thomas, Head of Rates and Treasury Management at ECM The central banks of the US, the FOMC or “Fed”, and the UK, the Bank of England (“BoE”) have tied their monetary policy to explicit unemployment levels as well as inflation. Since 1977 the Fed has had a dual mandate to target maximum employment […] Read more »
By Hedge Fund Insight staff Figures in Billions of Dollars Source: Fed, Bloomberg, McAlinden Research Partners, Catalpa Capital Advisors | catalpacapital.com Read more »
By Hedge Fund Insight staff There is no doubt that the role of gold for hedge fund managers can be seen in the context of monetary policy, and specifically US monetary policy. Indeed this site has carried a number of gold-related articles in which the phrase “fiat money” has featured strongly. Although Eric Sprott could […] Read more »
By Klaudius Sobczyk, Managing Director of Advanced Dynamic Asset Management GmbH Europeans can be proud of themselves. They are well on the way to becoming a second Japan. The European Central Bank continues to talk the situation up and refuses to continue to print money. The German constitutional court is now in charge to decide […] Read more »
By Karim Taleb and Marc Fiani, of Robust Methods LLC The effects of the Federal Reserve’s on-going policy of artificial money creation are well documented by now. For a quick recap and as the saying goes: A picture is worth a thousand words. We clipped this chart below from the web, and which is self-explanatory; […] Read more »