Independent Global Macroeconomic Research
The underlying outlook for inflation in the US continues to point to upside risks in the coming years. Endless discussions between hyperinflationists and deflationists are [...]
The developed world remains mired in the debt crisis that roiled the global economy in 2008. Growth is low, and deleveraging is an ongoing process. However, the response by [...]
Employment in the US is closely watched, especially as the Fed has marked it out as an important factor in how it will judge its stance in monetary policy. Payrolls have [...]
Since early September the ECB’s balance sheet has expanded by 589 billion euros (about 750 billion USD) and the Fed USD swap lines are currently sitting at around 100 billion USD. The second LTRO to be conducted towards the end of February is then very likely to take this number well past 1 trillion USD of liquidity to the European banking system.
A Primer on the Euro Breakup: Default, Exit and Devaluation as the Optimal Solution
Didier Sornette: How we can predict the next financial crisis http://t.co/So4kMaDdFD #TED, Structural Inflation Pressures Intact in the US - VP Blog Weekly Roundup for 06/11/2013 - http://t.co/huA9usnt1r, VP Blog > Structural #Inflation Pressures Intact in the US http://t.co/fai1LI4Ecn, VP Trusted Sources - Daily Summary - http://t.co/5DEvFIxcKB, Structural Inflation Pressures Intact in the US - VP Blog - http://t.co/H9A5ThcvXn, 
