Sober Look
Sunday, June 19, 2016
What the Bond Market is Telling Investors
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Guest post by Norman Mogil Over the past month, the global bond markets have been sending out signals that all is not well with the global...
Unconventional Policies and Their Effects on Financial Markets
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Guest post by $hane Obata Unconventional Policies and Their Effects on Financial Markets ________________________________________...
Tuesday, June 7, 2016
The fall in commodity prices hits the Canadian banks
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Guest post by Norman Mogil With the release of Canadian banks’ second-quarter results, investors are beginning to measure the impact of...
Monday, June 6, 2016
US labor markets take a turn for the worse
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Friday's US payrolls report, which to a large extent represents a latent effect of the US dollar rally over the past couple of years, ...
Sunday, June 5, 2016
The Decline in Canadian Business Investment
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Guest post by Norman Mogil Business Investment “ depends on the prospective yield of capital, and not merely on its current yield ” , J...
Monday, May 9, 2016
Disentangling the nature of Italy’s capital flights
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The ECB T-LTROs and the QE efforts are fueling significant outflows toward the core countries, driven by the non-banking sector. Guest ...
Sunday, May 8, 2016
Fiscal Policy to the Rescue?
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Guest post by Norman Mogil When appearing before their political masters, central bankers, invariably, urge them to adopt an expansionar...
Monday, April 11, 2016
Understanding Negative Interest Rates
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Guest post by Norman Mogil When the central banks of three European countries and the European Central Bank (ECB) itself introduced neg...
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