taper

Latest news and analysis on taper

Macro

RBA gets third time lucky with dovish taper implying $147bn of QE buying

After two consecutive months of surprises provoked by the RBA trying (unsuccessfully) to shift from its prior posture of data-dependent "nowcasting" to boldly...
Christopher Joye
Coolabah Capital
Macro

Fed disconnects timelines for tapering and rate rises

In his speech at the annual Jackson Hole Symposium, Federal Reserve chairman Powell sent three key messages. Firstly, he confirmed that the test of "substantial...
Anthony Doyle
Firetrail Investments
Macro

Is the RBA taper vs non-taper decision a non-event for September?

The RBA "taper vs non-taper" decision for its bond purchase, or quantitative easing (QE), program will be resolved in September with many banks (eg, UBS, DB, CBA,...
Christopher Joye
Coolabah Capital
Macro

RBA taper, non-taper options

I don't want to get back into the speculation game of what the RBA does or does not do in September. I've covered this territory before --- with the surprising move...
Christopher Joye
Coolabah Capital
Fixed Income

Could we see another bond market taper tantrum?

Despite the recent sell-off, the promise of highly stimulatory monetary policy from the US Federal Reserve is the dominant force driving bond market yields today. The...
Anthony Doyle
Firetrail Investments

A new expression was added to the financial lexicon this morning

Jordan Eliseo
ABC Bullion

Most headlines today will focus on the US Federal Reserve's decision to taper

Invast Investment Committee
Invast Investment Committee
Invast Financial Services

Gold market participants are on edge with under 24 hours til the FOMC decides on it's current QE programme. Wit the market short, some analysts predict a...

Jordan Eliseo
ABC Bullion

Investors could have a busy week ahead

Jay Soloff
Jay Soloff
Argonath Financial

The question most people are asking when looking at the US is when will the Fed wind back QE

James Marlay
Livewire Markets

Some interesting moves in the market overnight - especially once Fed minutes out - i'm not surprised at all to see gold, stocks, bonds pull back after 'hawkish...

Jordan Eliseo
ABC Bullion

From Coppo on markets reaction to deferral of tapering, Given that the US has pushed their debt limit out to February then it means the chances of tapering...

James Marlay
Livewire Markets

After the Fed's surprise non-taper last month, the cause could have been the Fed's own confusing guideposts which led market expectations astray

Livewire News
Livewire News
Livewire

Bridgewater is now long bonds. Whether this also means that the fund is bearish on overall growth, bullish on deflation, and very bullish that in the Taper is...

James McKay
James McKay
BRR Media

Russ Koesterich, Chief Investment Strategist at BlackRock has given his views on the likely Fed taper, which he expects to be small

Livewire News
Livewire News
Livewire

Jeff Rosenberg, Managing director and chief investment strategist for fixed income at BlackRock has revealed his expectations regarding two key questions about...

Livewire News
Livewire News
Livewire
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