asterisk2a + discretionary + fomo + deflation   4

Bank of England may cut rates, says chief economist - BBC News
Softening employment figures and weakening surveys on manufacturing and construction output suggested growth in the UK could slow in the second half of the year and inflation might not pick up as expected. Furthermore, problems in emerging markets could be a drag on UK growth and the headwinds from those economies were unlikely to abate any time soon, Mr Haldane added. //&! In a wide-ranging speech that called on central bankers to think more radically to fend off the next downturn – including the notion of abolishing cash – Haldane warned the UK was not ready for higher borrowing costs. He described recent events in Greece and China as "the latest leg of what might be called a three-part crisis trilogy."
China  sovereign  debt  crisis  European  Union  BRIC  credit  bubble  2015  headwinds  Fed  mandate  BOE  bond  bubble  Taper  Richard  Koo  fiscal  policy  austerity  monetary  policy  QE  ZIRP  NIRP  QT  British  Pound  Sterling  Dollar  petrodollar  FX  reserves  excess  reserves  liquidity  trap  GFC  economic  history  trickle-down  economics  Pact  Schuldenbremse  George  Osborne  budget2015  David  Cameron  industrial  policy  underinvestment  infrastructure  investment  productivity  output  gap  STEM  Research  competitiveness  competitive  differentiate  differentiation  shadow  banking  banking  crisis  leverage  margin  trading  speculative  bubbles  property  bubble  asset  allocation  capital  allocation  asset  bubble  hunt  for  yield  FOMO  equity  bubble  Gini  coefficient  inequality  social  mobility  crony  capitalism  Wall  Street  business  confidence  business  investment  profit  maximisation  shareholder  value  share  buyback  Niall  Ferguson  secular  stagnation  western  world  deflationary  deflation  macroprudential  policy  microeconomic  policy  education  policy  fairness  Generationengerechtigkeit  bank  bailout  tax  evasion  tax  avoidance  tax  code  corporate  tax  rate  short-term  thinking  short-term  view  monetary  transmission  mechanism  monetary  stimulus  monetary  policy  monetary  monetary  debt  unconve 
september 2015 by asterisk2a
RICHARD KOO: 'Struggle between markets and central banks has only just begun' - Business Insider
… much of the rise in share prices and fall in currency values under QE were nothing more than liquidity-driven phenomena divorced from real economy fundamentals. Now that an end to QE is in sight, it is time for a correction. Fed Chair Janet Yellen’s remarks several months ago about elevated stock market valuations were most likely a reference to this bubble. A correction of some kind was inevitable as the Fed moved to normalize monetary policy. However, it still needed a trigger, and that was provided by China. [...] “The market gyrations of the last two months represent just the beginning of the QE trap”, says Koo.
Richard  Koo  Taper  2015  credit  bubble  reflate  reflation  monetary  policy  fiscal  policy  Janet  Yellen  Fed  mandate  China  BRIC  global  economy  global  trade  western  world  secular  stagnation  deflationary  deflation  asset  bubble  speculative  bubbles  hunt  for  yield  FOMO  property  bubble  equity  bubble  bond  bubble  distortion  correction  Student  Loan  ZIRP  NIRP  QE  BIS  centralbanks  BOE  Abenomics  BOJ  ECB  Fed  unconventional  monetary  policy  liquidity  trap  excess  reserves  retail  banking  consumer  debt  household  debt  deleveraging  wage  growth  income  growth  low  income  marginal  propensity  to  consume  disposable  income  discretionary  spending  wage  stagnation  income  distribution  inequality  Gini  coefficient  income  inequality  income  mobility  social  mobility  Niall  Ferguson  bank  bailout  banking  crisis  recovery  GFC  austerity  Schuldenbremse  Pact  European  Union  UK  USA  Career  Politicians  crony  capitalism  No  Representation  fairness  Generationengerechtigkeit  sovereign  debt  crisis  PR  spin  doctor  reframing  framing  trickle-down  economics  neoliberalism  neoliberal  investment  banking  business  investment  business  confidence  Blue  Ocean  PBOC  New  Normal  economic  growth  monetary  stimulus 
september 2015 by asterisk2a
World Bank warns on US rate rise - BBC News
[ game of chicken ] [ can private sector carry forward the little bit of recovery/growth the western world got in a rising interest rate world, that will eat away spending bc of higher repayment rates amid little to no wage growth !!! ] [W]arned developing countries to brace themselves for possible financial turbulence when the US Federal Reserve starts to raise interest rates. It could come as early as Thursday when the Fed concludes a policy meeting. A new report from the World Bank says there will probably be a modest impact on developing countries. But it also warns there is some risk that it could be worse. The Bank says it is possible that there would be sufficient disruption to capital flows into developing countries to harm economic growth and financial stability. //&! bit.ly/1QhP6Of //&! youtu.be/G8lCqhCbrA4 //&! youtu.be/KH1UlvgXqTE = bond sell-off move in anticipation of Taper. //&! strength of dollar added already 25bps - youtu.be/zWrxFszwrsQ &! youtu.be/lpTkQqEQmE4
Taper  Fed  BOE  2015  BIS  ZIRP  NIRP  QE  Richard  Koo  reflate  reflation  asset  bubble  hunt  for  yield  FOMO  frothy  World  Bank  distortion  unknown  unkown  unintended  consequences  capital  allocation  asset  allocation  speculative  bubbles  speculative  speculation  monetary  policy  monetary  transmission  mechanism  liquidity  trap  monetary  theory  GFC  recovery  credit  bubble  China  BRIC  Brazil  India  South  Africa  Russia  Europe  UK  BOJ  Abenomics  liquidity  credit  squeeze  excess  reserves  PBOC  economic  history  creditcrunch  credit  crunch  ECB  commodity  prices  energy  price  Oil  price  OPEC  petrodollar  QT  FX  reserves  global  trade  New  Normal  secular  stagnation  faultlines  Structural  Impediments  imbalance  western  deflationary  deflation  austerity  fiscal  policy  monetary  stimulus  monetary  system  debt  monetisation  debt  monetization  unconventional  monetary  policy  debtoverhang  refinancing  creditrating  creditrisk  deleveraging  private  debt  household  debt  disposable  income  discretionary  spending  wage  stagnation  wage  growth  income  growth  income  distribution  low  income  inequality  Gini  coefficient  squeezed  middle  class  downward  mobility  working  poor  precarious  work  Zero  Hour  Contract  Contractor  self-employment  Zeitarbeit  Leiharbeit  Sozialer  Abstieg  j 
september 2015 by asterisk2a
Who Will Be Hurt Most When The Tech Bubble Bursts? Not VCs | TechCrunch
In a nutshell, FOMO is driving many investors in a hustle to be a part of the next Facebook or Twitter and put in huge investments for a fraction of stake. And, they don’t see much risk in it as long as they get the downside protection. [ growth round = rocket fuel splashed onto stuff to acquire more customers and market share (basically, but not always) ] [...] Someday, pretty soon, these will be put to the test, and valuations based on visibility of earnings will matter again. A few will succeed of course, but several others will fall – it remains to be seen how miserably. VCs will most likely walk away with their invested money, if not more. It’s the employees and founders who will see their million-dollar dreams crash and burn. [living beyond ur means & betting dollars you dont have on a time that seems further away than u can even guess (secular stagnation)] [lack of income growth (across the western world) thus disposable income (discretionary spending) is also not helping]
Silicon  Valley  burn  rate  operations  Bill  Gurley  Unicorn  runway  FOMO  Venture  Capital  growth  round  termsheet  liquidation  preferences  Private  Market  Private  Equity  SPV  bubble  distortion  QE  ZIRP  NIRP  disinflation  secular  stagnation  deflationary  deflation  western  world  business  model  revenue  revenues  fiscal  policy  income  growth  USA  OECD  sovereign  debt  crisis  austerity  disposable  income  policy  error  Taper  policy  folly  monetary  policy  productive  investment  underinvestment  infrastructure  investment  1%  Super  Rich  on-demand  convenience  Share  Economy  labour  labour  economics  discretionary  spending  Schuldenbremse  PIGS  Brexit  Grexit  currency  war  macroeconomics  Pact  Europe  productivity  Lohnzurückhaltung  job  creation  globalisation  globalization  Niedriglohn  Niedriglohnsektor  Service  Sector  Jobs  flat  world  borderless  competitive  Future  of  Work  Industrial  Revolution  2.0  economic  history  speculative  bubbles  speculative  speculation  demographic  bubble  Super  Cycle  consumer  debt  zombie  consumer  zombie  banks 
may 2015 by asterisk2a

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