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Second Covid Wave in Europe, Rest of the World still Unaffected
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The second wave of the Coronavirus is currently raging in Europe. The attached image shows the number of newly infected people in European countries on a linear scale. In particular in the Czech republic, but also in Switzerland, France or Spain, one can see a tendency of exponential growth.
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A Japanese Stall?
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In sharp contrast to the sentimental deference towards central bank stimulus exhibited by Germany’s ZEW, for example, similar Japanese surveys are starting to describe potential trouble developing. Like Germany, Japan is a bellwether country and a pretty reliable indicator of global economy performance.
Unprecedented Recession Synchronization
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The global recession is an unprecedented recession synchronization. Deflationary Consequences: Lacy Hunt at Hoisington Management explains the deflationary consequences of the current global situation in its Second Quarter 2020 Review.
Weekly SNB Sight Deposits and Speculative Positions: SNB buying euros at high prices
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Update January 18, 2021: SNB buying euros at high prices. Sight Deposits have risen by +1.4 bn CHF, this means that the SNB is intervening and buying Euros and Dollars: The change is +1.4 bn. compared to last week.
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2 comments
celestialfix
2017-06-26 at 22:52 (UTC 2) Link to this comment
It's interest rate normalization Peter, not tightening; not yet. What do these guys want? ZIRP forever?
Yvan Roy
2017-06-27 at 03:17 (UTC 2) Link to this comment
After ZIRP the only way to get to normalization is to tighten, no? I mean, you can't get there by heading south with yet more loosening. The politicians would sure love that, just like in Japan.