Helicopter money

Economics

The ant and the grasshopper

What happens when babyboomers retire? Have we saved enough for retirement or are we living beyond our means? Academics argue high savings by prime-aged babyboomers in their 'summer' have depressed real interest rates in recent decades. But the community is split as to what happens next as 'winter' comes.

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Macrobites

Middle Eastern investors: still relatively cautious on markets

Middle Eastern investors have been cautious on risk for a while. I believe that if markets remain relatively calm, many will be tempted to deploy more cash.

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Economics

Mario's Marvellous Medicine

With the Fed and ECB unwinding QE, what happens when we come off the meds? There are signs that the patient (the economy) has healed, suggesting limited withdrawal effects. While addiction and placebo effects could still increase risk premia, low inflation reduces the risk of going ‘cold turkey’.

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Strategy

Off the record, on the QT, and very hush-hush

Quantitative easing is a bit of a puzzle. It doesn't work in theory, but appears to have worked well in practice. Should we be worried as that process now edges into reverse with the advent of 'quantitative tightening'?

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Macrobites

Birthday matters

It's time to celebrate Macro Matters' first birthday, and reflect on our first year of blogging!

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Economics

Small beer

Skip to the third minute to hear my thoughts ahead of the UK Chancellor’s first Budget. We didn’t expect much in terms of stimulus, with the Chancellor choosing to keep his powder dry for any Brexit-related downturn in the future.

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Strategy

A postcard from Tokyo

Japan is a fascinating country. Its culture, people and cuisine are just as intriguing as its unconventional policies. Here are my key takeaways from a week of meeting policymakers, academics, investors and analysts.

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