The Banking and Strategy Initiative

Chillin' out till it needs to be funded

Tag Archives: Central bank

It’s Monday Again: $50 iPhones, 2 for $20, Early Black Friday fun and just Thanksgiving (NIRP or ZIRP is that a question, then?) DIN:US SBUX:US EAT:US JPM:US GS:US WMT:US T:US VZ:US

The sneaky fact of the day, Most Bond investors actually sell into these four months and probably take dividends for the year home before they come back t o invest … Continue reading

November 25, 2013

Bank Policy Tuesday: India Governor(sic!) takes extreme steps to shore uneven policy

With the forced liquidity constraints as the currency devolved on the nation in June ( after May 21 announcement) RBI was stuck in the middle of a rate cut leg … Continue reading

October 29, 2013

A Mid-Week Trading Update: 12 days and counting, Draghi gets away with Economic murder and the Friday Jobs Report

With the Employment Situation Report holding a firm ticket to 200,000 new jobs and thus a better unemployment rate, the die will be cast today for another Equity rally as … Continue reading

September 6, 2013

Of Buffett and Soros – No just a lot of the Ira Sohn conference

Our Monday morning riser was holding a lot of this so we dedicated a new post to more from the Ira Sohn Conference note. In short, ( pun not intended) … Continue reading

May 13, 2013

US Economy: Fed may modify Treasury/MBS purchase programs(increase it too), ECB cuts rate by 25 bp (May 1-2, 2013)

Yesterday’s Fed Statement is largely a repeat of the situation it reported in March 2013 when Chairman Ben Bernanke met the press later and did not let on the Fed’s … Continue reading

May 2, 2013

Bank Policy Tuesday: DMK steals policy limelight, Rate cut hopes of India Inc

Though we did not suspect the political mulligatawny soup that will lead to a face off in the Parliament on the Lankan Tamils issue and should in fact be used by Indian … Continue reading

March 19, 2013

Europe gets comfortable with new Banking caveat | Banking insight

Even as regulatory costs become part of a banking brand makeover especially in Big Bad London which is also holding out on Europe, the momenutum for credit has caught on … Continue reading

January 25, 2013 · 1 Comment

The Euro comes home (2012): How the Finns plan to influence the ennobled world!

The Swedes of course sweeten the pot for Economics and Life Sciences, Research in Physics and Chemistry and even subjects like Peace to bring their unique brand of influence on … Continue reading

September 10, 2012

China under new leadership, Hoping for stimulus and other overdone themes of the age of ‘oversupply’ | China wins again!

Technically the entire 2011 and most of 2012 continues in a zone of oversupply for most base and industrial metals and as indian and indonesian IIPs and GDP data  just … Continue reading

August 9, 2012

US Morning Report: Draghi says to take the high road, honey!

Here’s what happened. Someone punched in call credentials on a Conference Call to promise only those who take the high road will survive. Corny meatballs which dish out platitudes like, … Continue reading

August 2, 2012

Archives