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Thoughts From The Divide - Archive

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Posts tagged BoJ
Low Rate Pushback - September 10, 2019

Central banks are meeting in the coming weeks to determine how much they will cut rates. Lower rates are causing some pushback from banking officials. Even Japanese bankers are pushing back against negative rates. John Hempton explains why banks might be right to push back about negative rates.

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Economic Curves and U-Turns - August 27, 2019

The 2s-10s curve his back on the radar as it inverted before the latest Trump tweets and Jackson Hole, but research from the NY Fed finds the 10year - 3month spread to be a netter recession predictor. Larry Summers, the San Francisco Fed, and Bill Dudley all surprised us this week as they made U-turns from their precious positions on various economic topics including QE, negative rates, and Fed independence.

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Central Bank Scorecard - June 18, 2019

Leika Kihara chronicles the path of Haruhiko Kuroda and finds that the monetary experiments implemented by the BoJ has failed. Also, Eric Sims and Jing Cynthia Wu develop a model that draws conclusions from unconventional monetary policy tools.

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Interest Rates Re-Examined - June 12, 2019

A number of commentators, including Warren Mosler and Jim Chanos, found fault with the monetary policy framework espoused by Ken Rogoff. They explain why central bankers have “got it backward” and why “the Fed itself” is behind some of the dynamics they are fighting.

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