Wall Street’s bond gurus have it all wrong as QE unwind loomsDuring each of the Fed’s quantitative-easing cycles, yields rose when the central bank was buying and then fell after it stopped.
Wall Street's bond gurus have it all wrong as QE unwind loomsIn the case of QE, the Fed’s stimulus brightened the outlook for growth and inflation.
Morgan Stanley bond team faces the question: Can Fed avoid QE4?A year that started with almost everyone calling for the Federal Reserve to raise interest rates is drawing to a close with one of the worl...
Morgan Stanley bond team faces the question: Can Fed avoid QE4?While none of the Fed policy makers have discussed reviving the program known as quantitative easing in their public statements.
QE is dead, but US Treasury still has too many takersInvestors submitted bids for $5.54 trillion of government debt at auctions this year, or 3 times the amount sold, data compiled by Bloomber...
US Federal Reserve's $4 trillion holdings to boost growth beyond end of QEHolding bonds on the Fed's balance sheet limits the supply of securities trading on the public markets, which helps keep prices up and yiel...
Target inflation, not Urjit Patel Committee reportNo country that adopted inflation targeting has ever abandoned it, and there is a steady flow of countries taking it up even after the glob...
- EU seems preparing for a Greek exit: Ketul Sakhpara, EQC Funds
In an interview with ET Now, Ketul Sakhpara, CFA, Director of Research, EQC Funds, talks about the European crisis and the probability of Q...
- You will see a Fed balance sheet in excess of $5 trillion: Paul Schatz, Heritage Capital LLC
Paul Schatz, President, Heritage Capital LLC, in a chat witH ET Now, gives his views on the US market. Excerpts:-
- Operation Twist expected to help the US economy: Jim Awad, Zephyr Management
The markets have responded positively in the last few days in spite of the deteriorating situation in Greece and the downgrade in Italy.
- Fed may cut rates on bank's excess reserves: Max Wolff, Greencrest Capital
In an interview with ET Now, Max Wolff , Senior Research Analyst, Greencrest Capital, shares his views on global markets. Excerpts:
- Re may fall more after Fed’s move to put off QE3
The rupee is likely to slide further in response to the US Federal Reserve chairman’s speech at Jackson Hole, Wyoming, say currency dealers.
- Jackson Hole: Ben Bernanke's announcement of a QE3 highly unlikely, say Analysts
It will be interesting to see if at all Bernake comes out with a QE3 package. Will it be a ‘short in the arm’ for US economy?
- Europe a greater worry than US as debt-ridden Eurozone can't carry on with the current system: Christopher Wood, MD and Equity Strategist, CLSA
America and the rest of the Western world continue to display Japanese-style deflationary market action where bank stocks are correlated to...
- Global fund managers do not see QE3 coming: BofA survey
Majority of international fund managers believe that Fed will not get into a third round of quantitative easing to help revive the economy.
- Global factors to determine market sentiment over the next month: Vivek Mavani
The trigger point are going to be international events what happens in Greece and what happens to the commodity markets and the eventual ph...
- Quantitative easing will have an inflationary impact on emerging market equities: Kirby Daley
Kirby Daley, Sr. Strategist & Head of Capital Introductions, Newedge Group in an interview with ET Now talks about QE2 and its implication ...