* FOMC Minutes: “most” feel conditions for a hike “could well be met by the time of the next meeting” * BOE Broadbent: don’t “focus obsessively” on the Bank’s inflation forecasts, “policy decisions [are] better correlated with economic growth” * The replacement for
Read more >Thoughts – Insights
"The Day Today" - 18 November 2015
* Everything except headline inflation indicates inflation is going up * China’s Holdings of U.S. Treasuries Drop to Seven-Month Low * China Home-Price Recovery . . . To read this article, please log in or sign up to one of our subscription packages. LOG IN SUBSCRIBE
Read more >"The Day Today" - 17 November 2015
* ECB Praet: “It’s key for a central bank to keep inflation expectations anchored, especially in a period of slack in the economy, and we have some signals that these inflation expectations are still fragile” * France swats aside EU budget rules in rearmament blitz (Telegraph) *
Read more >"The Liberte, Egalite, Fraternite Day Today" - 16 November 2015
* ECB Mersch: “Inflation is expected to rise again at the beginning of next year owing to base effects on energy prices….However, analysts shouldn’t focus so much on short-term data or on certain inflation expectations indices. Our approach is more holistic” * Fed
Read more >"The Day Today" - 13 November 2015
* Fed Dudley: need for higher rates soon is “quite possible” * Fed Fischer: “While the dollar’s appreciation and foreign weakness have been a sizable shock, the U.S. economy appears to be weathering them reasonably well” * BOE Haldane: any rate rise would “increase . . . To read this article, please log in or…
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