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Thoughts From The Divide - Archive

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Posts tagged QE
Freight's Perspective and Asset Purchases - July 16, 2019

We review the Cass Freight Index is “ signalling economic contraction” as indicators across sectors and geographic flash warning signs. and James Hamilton of UC San Diego warns that one of the unconventional tools that Powell and other central bankers rely on is less effective than its users believe.

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Unconstrained Negative Interest Rates - June 4, 2019

In “The Case for Implementing Negative Interest Rate Policy” Kenneth Rogoff & Andrew Lilley probe the limitations of monetary policy tools and examine the steps necessary to implement deeply negative interest rate policy.

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Cause and Effect - January 29, 2019

Jerome Powell and the Federal Reserve do not see the Fed Balance Sheet runoff creating problems, but the tide may be changing as QT may reverse the virtuous cycle created by QE. Recent housing data has further shown mixed signals and the government is a bit worried about mortgage lenders.

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