Daily Archives: September 10, 2009

Krishna Guha

Unwind financial market support first, then fiscal stimulus, then monetary stimulus. Looks like the Fed has the right exit strategy sequence to me, writes Krishna Guha of the Financial Times Read more

No surprises: the MPC held interest rates at 0.5 per cent. The important thing about the outcome was that the Bank felt comfortable giving no reasons for its decision. This is business as usual, writes Chris Giles of the Financial Times Read more

Former Monetary Policy Committee member David Blanchflower opens the lid on the secretive Bank of England. Some great lines, which will make Mervyn King, Bank governor, choke on his cornflakes – but lots of self-justification, writes Chris Giles Read more

Protectionism a likely US-China theme at the G20; domestic vs. imported inflation; the drop in US consumer debt explained; and continuing falls predicted for UK housing Read more

Ralph Atkins

Ralph Atkins looks at the ECB’s September bulletin and finds that the bank does not accept greater slack means lower inflationary pressures. The ECB also issues an explanation on the dramatic widening in eurozone government bond spreads earlier this year Read more