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Vitor Constancio’s MacroViews

Posts about Macroeconomics, Monetary Policy, Europe, geoeconomics and more…

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THE FED UNDER FOG

NO GUIDANCE, NO CLEAR POLICY FRAMEWORK

THE APPRENTICE AND CENTRAL BANKS

Are CBs preparing to make mistakes?

ECB, NO HIKES. FED, NO CUTS

A TRANSITORY TITLE

GOLD GREED, AND THE DOLLAR STATUS: STILL NO NEWS

NO DEBASEMENT EXACERBATION, NOT READY ALTERNATIVES

CIVILISATION ERASURE

Trump's attempt at a New Imperial World Order

FED CUTS, THE ECB HOLDS

Still, our economies are not controlled by Monetary Policy.

ECB AND FED POLICY OPERATIONAL FRAMEWORKS – A PRIMER

CORRIDORS AND FLOORS - SOFT AND HARD

THE FED LOSES CONTROL OF THE REPO RATE, DOES A HAWKISH CUT, AND WILL HOLD IN DECEMBER

Will the basis trade unwind? Is “Non-QE QE” coming?

TIC SURPRISES, BASIS TRADE, REPOS, LIQUIDITY STRESS, INFLATION, THE ECONOMY

Too much for the FED?

TIC SURPRISES, BASIS TRADE, REPOS, LIQUIDITY STRESS, INFLATION, THE ECONOMY

Too much for the FED?