Posts tagged 'policy tightening'

This is really not normal ECB tightening

There’s the effect of rising European Central Bank rates on households in the periphery, and there’s the effect of two-tiered rate markets on periphery banks:

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Taylor-fied of eurozone interest rate policy


This is another dose of Taylor Rule-based eurozone interest rate hindsight. But it’s a dose of interest rate hindsight that comes with a bit of foresight too — given the market is positioning for a rate rise by the European Central Bank sometime this year. Read more

A Chinese trade deficit? ‘Tis but a flesh wound

FT Alphaville looks at the temporary nature (or otherwise) of the Chinese trade deficit. Read more