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Showing 1 - 10 of 38 results for "Methinks"

Economic recap: Week to September 24

BENJAMIN ONG  |  MONDAY, 27 SEP 2021
... 2022 - up from only seven in the June 2021 meeting - financial markets should have been scared, very scared. Then again, methinks the bulls have it. The Fed's September 'Economic Projections' provide the rationale and the justification for ...

It's the Fed, stupid

BENJAMIN ONG  |  WEDNESDAY, 26 AUG 2015
... (and the RRR reductions) time to feed through into the real economy. And if these still aren't enough, expect more. But methinks what really gives is the Fed. The tree is the rise and rise of the US dollar and the root is expectations of a Fed lift-off. ...

Fed lady sings (the same old song)

BENJAMIN ONG  |  FRIDAY, 17 JUL 2015
... were expected to increase by 0.3%; core retail spending fell by 0.1% when they were expected to jump by 0.6%. These, methinks, solve the confusing message from the latest instalment of the US non-farm payrolls report - you know the one, the one where ...

Lift-off on Carney's mind

BENJAMIN ONG  |  WEDNESDAY, 15 JUL 2015
... extent. We will learn about the sensitivity as rates begin to adjust, we will watch it very closely." As things stand, methinks the UK economy is in a more sustainable footing than that of the US - but nah, I'm not suggesting the BOE will push the lift-off ...

Winter of our discontent

BENJAMIN ONG  |  MONDAY, 1 JUN 2015
... (1.1%). Still, nobody expects the RBA to cut interest rates when it meets tomorrow - not after last month's reduction but methinks, more because the dollar-A (currently down to US$0.7639) is starting to move its way. The wish and hope and prayer is for ...

Lies, stats and damned double seasonal adjustments

BENJAMIN ONG  |  TUESDAY, 19 MAY 2015
... D. Rudebusch, Daniel J. Wilson, Tim Mahedy -- are seasoned and expert economists and well up above my pay grade, but methinks they must have been smoking too much of the good stuff. It's statistical permissiveness (stupidity?). Thank goodness it just ...

RBA cuts as expected, A$ does the unexpected

BENJAMIN ONG  |  WEDNESDAY, 6 MAY 2015
... do what it has only partially done for the Australian dollar. But given the mixed readings on the US economy thus far, methinks even the Fed is uncertain on the precise timing of a lift-off. The lower-than-expected 0.2% annualised real GDP growth in ...

When?

BENJAMIN ONG  |  THURSDAY, 30 APR 2015
... they're starting to recover or bottom at best) but with the divergence in expectations between Fed policy and the others, methinks the US dollar would stay stronger for longer. At least, until the greenback stays strong enough for long enough that it ...

ECB QE go riding on Fed QE stop

BENJAMIN ONG  |  WEDNESDAY, 29 OCT 2014
... financial markets and central bankers and fiscal authorities from New York to Rio and old London town are on high alert. But methinks none could be higher on the alert scale than the European Central Bank (ECB). Yes, them - the one which teamed up with ...

China's communist and it works

BENJAMIN ONG  |  TUESDAY, 19 AUG 2014
... seems, has already jumped the gun for contrary to what the headlines say that it's "peace" that made it jump overnight, methinks it's Janet. The title - "Re-Evaluating Labor Market Dynamics" -- of this year's Jackson Hole conference says it all. Read ...
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