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Tag Archives: Monetary Policy

US Economy: You can leave it to Ben? | FOMC Meeting October 23-24, 2012

Clint Eastwood’s newly launched Anti Obama Campaign inadvertently combined with the FOMC meeting announcement along expected lines to bring out a likely mean streak in equities in afternoon trading. As … Continue reading

October 24, 2012

US Economy: Bernanke’s Testimony at the Senate Banking Committee Day 1: No QE3 right now.

Read my Lips. We are the US regulator. We cannot regulate LIBOR which is run by the British. A flabbergasted Ben Bernanke would have probably used those words at home … Continue reading

July 17, 2012

Global Mid-Day report: FOMC minutes, London close downward trigger

Equities and Commodities are likely to continue reacting sharply in US markets after the minutes from the June 19,20 meeting were released. The FOMC had shorn US growth projections to … Continue reading

July 11, 2012

US Economy: So Korea adjusts for higher Inflation, lower Growth

Korean consumer confidence was above 100 but at a three month low as it fell from 105 in May to 101 in June and the Central Bank reported ahigher 3.7% … Continue reading

June 25, 2012

Ben Bernanke Speaks – FOMC June 2012

Forecasts for the US Ecoonomy at the June FOMC were down by as much as 0.5 % on GDP, with 2013 ¬†forecasts to 2.7-3.1% and 2012 data to 1.9-2.4% ¬†GDP … Continue reading

June 20, 2012

China wins again! Despite monetary easing in 2012..challenges ahead

China’s monetary policy started easing just in time as manufacturing stays in contraction mode but is away from its August/November bottom at 47.4 while Europe gets deeper into trouble with … Continue reading

January 9, 2012 · 9 Comments

Advantage China: Exports in double digit November, Inflation 4%

China’s stand on starting off easing of monetary policy turned out ot be the only balanced one yet, having come ahead of the inflation curve with inflation falling to 4.2% … Continue reading

December 9, 2011 · 2 Comments

Another FOMC ..Bernanke's third press conference | FOMC, Nov 2, 2011

After a muted policy statement consistent with the direction set in the June conference/FOMC review, this month’s policy statement talks of declining unemployment, continuing the $400 bln Operation Twist (with … Continue reading

November 2, 2011 · 1 Comment

China PMI delivers blow, even as debt deal signals green

The Official PMI barely remained above 50, but the HSBC MarkIT PMI is already 48.1 indicating contraction in China Thought he contraction is more on lines of what was expected … Continue reading

August 1, 2011

A slow economy, a slow QE2 | FOMC June 22, 2011

The Fed Policy statement underlined moderate growth in the Economy but a little too slow It today underwrote the US Economy for the $2800 bln as it enters a Hold … Continue reading

June 22, 2011 · 2 Comments