Monetary Policy
87 Threads
High home prices will come down if more is built. Simple supply & demand, right? That’s one of the biggest lies ever repeated. Let’s talk about home prices, monetary policy, an...
#RBIPolicy | @RBI’s Monetary Policy committee decides to maintain status quo in the first bi-monthly policy of financial year 2024-25. Policy Repo Rate is left unchanged at 6.5% #...
The wider-than-normal divergence between loose fiscal policy (which is stimulating) and tight monetary policy (which slows things down) contributes to wider-than-normal divergence...
Supply and demand both matter, but monetary policy only affects demand. So, when inflation is driven by supply shocks, policy should proceed with great caution. How to know when in...
In 2023 Monetary Policy Dictates price Action. A key Study case GBP and JPY this is a long Thread 🧵 plz save it and use it going forward. At the last Bank of England 🏴 Meetin...
After easing financial conditions via a series of covert actions, monetary leaders can no longer pretend to tighten. The dark side of Quantitative Tightening (QT) has been unleashe...
#RBIPolicy | India’s strong macroeconomic fundamentals have led to strong growth, India is contributing approx 15% to global growth: RBI Governor @DasShaktikanta says https://t.co...
1/4 "Chinese policymakers have reiterated their vow to lower mortgage rates and implement new structural monetary tools when necessary, in yet another assurance aimed at highlighti...
Monetary leaders are about to uncover the inner workings of an obscure $2 trillion market, the most opaque ecosystem within the U.S. dollar funding complex. This, however, is not t...
Over the next few months the government needs to rebuild its Treasury General Account (TGA) so it issues bonds and it drains ‘’liquidity’’ from the ‘’system’’ And here I can pictu...
Unsurprisingly, @LukeGromen identified the duration problems and unrealized losses in the banking system in recent months more accurately than most. https://t.co/zJeam2UBRs
So as I understand it, the point of QE was to take duration out of the market by replacing a long term asset (bond) with a short-term one (reserves). QT slowly puts duration back....
The Fed stepped in to stop a bank run. But did it just restart QE Infinity and set the stage for much larger problems down the road? Let’s take a look 🧵
- Quantitative Tightening & Liquidity - This can help you to understand what is happening now from a macroeconomic point of view. Key Words : Liquidity, Risk Off, FED 🧵 A threa...
Money printing doesn't work like you think. A thread. 1/
The PCE price index came out today and showed re-acceleration on a month-over-month and year-over-year basis. https://t.co/eA0CS1KStI
Cleveland Fed researchers analyze the FOMC's most recent economic projections. Their model projects the FOMC's unemployment rate path brings core PCE inflation to 2.75% by 2025 "A...
India now has the 2nd highest real policy rate for countries where infaltion is within the Central Bank's traget range. (See image) Here is a thread🧵on why it is time to buy durat...
#RBIPolicy | Opportune moment to reflect on evolution of monetary policy. Unprecedented events of last few years have put monetary policy to test, says @RBI Governor @DasShaktikant...
A Sunday morning read on monetary macroeconomics and the lessons from the Great Reflation (no subscription needed.) The question is, how did central banks get it so long during th...
Behind the bond market's disconnect from the Fed on the interest-rate outlook: The Fed thinks inflation won't come down as quickly as do investors, who are factoring in a greater...
Japan doesn't have an inflation problem. If anything keeping inflation going a bit could be structurally beneficial. As a result the most likely path of the BoJ is to keep policy...
All they told you about money printing is really, really wrong. Let's dig into how our monetary system and money creation work. A thread. 1/
Given how weak domestic demand has been recently -- and how little China has done over time to provide policy support to household income -- it would be helpful if China's incoming...
