Tagged with macro policy

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Jakobsen: Risk, reward and Russian roulette

586 views May 20, 2014

Fancy a game of Russian roulette? Against a background of risk and revolution in Ukraine, the...

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What does mixed jobs report say about UK recovery?

167 views May 14, 2014

As the UK unemployment rate hits its lowest level since February 2009, the broader picture...

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Why 'Made in the USA' makes a difference

237 views May 13, 2014

Bob Johnson, Director of Economic Analysis with Morningstar research explains why exports as a...

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The ECB holds rates, but for how long can they...

298 views May 08, 2014

As the European Central Bank decides yet again to keep interest rates unchanged, a wider debate...

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Jakobsen: Europe’s China Syndrome

6,982 views May 08, 2014

China and the Euro, both dependent on each other far more that we might think. Europe, China’s...

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Main Street USA on road to recovery

161 views April 09, 2014

Looking for reassurance that the US economy is on track for a solid recovery? Some use the...

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Jakobsen: Bonds only escape from the bear trap

934 views April 08, 2014

With the stock market looking like it's going through a correction after Q1 highs, and with mixed...

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James Roy: China stimulus within four weeks

176 views April 01, 2014

More mixed signals from China, raising the prospect of the government stepping in with fresh...

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Jakobsen: Why China can't fail

433 views March 24, 2014

More bad economic data from China; the latest HSBC Purchasing Managers Index shows deeper...

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Five reasons why the US jobs market is better...

156 views March 11, 2014

Last week we had the latest US Non Farm Payroll figures which revealed that although an extra...

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China's short term pain will lead to long term...

512 views March 11, 2014

An unexpected trade deficit, falling GDP and fears about deflation. The news from China has...

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Jakobsen: More QE is likely over next two years

607 views September 17, 2013

Markets already regard the FOMC meeting as the single most important event, but when they meet on...