Blogs - charles dumas

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The Folly Of Inflation Targets

The Folly Of Inflation Targets

31 Oct 2019 - Charles Dumas

As part of our Global Fractures series, Charles Dumas, our Chief Economist, and Steven Blitz, our Chief US Economist, explain why monetary policy has failed to generate the desired levels of inflation. Inflation targets have become perverse and unachievable. This leaves fiscal policy as the only potent tool in the next slowdown.

#bond yields #Central Banks #Charles Dumas #Euro crisis #Fiscal policy #Global Fractures #Inflation #Interest rates #Monetary Policy #Populism #Steven Blitz #Trade War #wages

China’s past its low point

China’s past its low point

10 Jun 2019 - Charles Dumas

Charles Dumas and Rory Green assess the decline in trade volumes. They support a long-running theme, specifically that trade war is shifting supply chains and accelerating the world splitting into trade blocs.

#ASEAN #Charles Dumas #China #Rory green #Tariffs #Trade #Trade War

Trade war morphing into FX war

Trade war morphing into FX war

07 Aug 2018 - Charles Dumas

As the trade war situation has now escalated we now see this as a key political shock. We expect China to retaliate vigorously to any fresh US import tariffs and see the likely battle ground as Foreign Exchange. China’s probable response would be to s...

#Charles Dumas #China #FX #Tariffs #Trade war #US

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