Buba inflation control in the early-1980s hinged on the Taylor Principle—and the ECB knows this
10
Standing firm in face of slowing activity was key to Volcker's success
12
Comparisons with the 1970s are appropriate - the shock may even be larger!
2
An energy shock is unlikely to elicit a dovish policy response; this cycle is very different from other cycles seen since the creation of the Euro.
5
Each month, we review macro market themes and moves
10
Saudi Arabia is back in the business of dollar recycling (and buying US assets aggressively recently)
and
4
Forecast failures persist despite recent high-profile projection "introspection"
Liquidity, the manufacturing cycle, and geopolitics are key drivers of equity performance
6
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Money: Inside and Out