David Roche – The ECB’s new monetary policy framework
David Roche discusses the ECB’s new monetary policy framework – what does it mean for the interest rate outlook, inflation, the euro and Eurozone bonds and equities.
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Tags: Monetary Policy
Macro Data – China February money supply & credit chart pack
David Roche talks about Death of Democracy
David Roche talks to Noreen Mir at RTHK Radio 3 about his new book - Death of Democracy
Network: RTHK Radio 3
Network: RTHK Radio 3
The reflation trade has taken on renewed urgency this year as the late-cycle fiscal stimulus delivered by the White House…
There seems to be almost universal acceptance that central banks have created a liquidity bubble. And the logic goes that,…
About this economic recovery, four things strike. First, services (“intangibles”) are ticking along nicely, but manufacturing is a disaster. Second, developed markets…
The Fed’s hold is simply a postponement of the inevitable first hike, which is most probably in December. EM risks are…
Korea’s economy is almost a poster child for economic imbalances. It is dependent on increasingly concentrated exports. Domestic demand as…
New Monetarism
A new edition of the book by David Roche and Bob McKee
After predicting a global credit crisis in the first edition, in this new edition of New Monetarism, one year of the global credit crunch is reviewed and what will happen now.
