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Thoughts From The Divide - Archive

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Posts tagged ECB
September 17, 2019 - Central Bank Hullabaloo

More voices are being added to those questioning if central banks have “exhausted” their classical tools. Mario Draghi thinks fiscal policy needs to “take change”. The Fed was forced to step into repo markets as rates jumped for banks trying to borrow money or collateral.

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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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Monetary Policy Pushback - July 30, 2019

Ruchir Sharma, Chief Global Strategist at Morgan Stanley reminds us that central banks can’t dictate where the money they print goes, and warns that easy money could set the stage for a market collapse. D.L. Thornton, ex-Vice President of the St. Louis Fed argues that low rates have failed to spur economic growth and have harmed sectors of the population

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Know Thy Nominee - July 8, 2019

Judy Shelton and Christopher Waller’s nomination to the Federal Reserve board leads us to dig into their pasts for clues to their policy views. Christine Lagarde is also a newly minted nominee, up for the presidency of the ECB, and though she is not an economist, has spent some time in the monetary policy trenches.

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US Wages and Europeans NPLs - April 24, 2018

Beige Book, Richmond Fed, and Consumer Confidence data all support anecdotal evidence from Walmart and railroad companies that indicate significant tightness in the labor market and incoming wage increases. Mario Draghi gave a speech discussing Non-Performing Loans, which could have been subject to new rules, but were instead left to bank supervisor's discretion, to the chagrin of German Andreas Dombret.

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