Money: Inside and Out

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Each month, we review macro market themes and moves
Amelia Bourdeau
7
A look at expected central bank balance sheet contraction
Chris Marsh
Draghi’s famous speech took place a decade ago this week—but how important was it? A long-term historical perspective.
Chris Marsh
9
Why are some countries better than others at creating wealth (and investment returns)?
S. Joseph Karam
The US experience in the 1970s was about controlling super core inflation, and service inflation in particular. And it will make the Fed uncomfortable…
Chris Marsh
1
2
You may not be interested in macro, but macro is interested in you (even if you normally have a focus on single stocks)
S. Joseph Karam
5
Money supply growth is depressed for technical reasons, but credit is expanding at a robust pace
Chris Marsh
4
June Market Review
Amelia Bourdeau
5
Navigating a path for policy rates post-pandemic
Chris Marsh
1
Banks could make a bumper profit this year on TLTRO3s, despite the end of the favourable lending rate
Chris Marsh
1
Global inflation update—June 2022
Chris Marsh
3
1
So far, shifts in money market fund behavior is behind the weakening deposit dynamic; not declining credit growth. But what happens during Quantitative…
Chris Marsh
2
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