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Institutional Investor (December 1)

2017/ 12/ 02 by jd in Global News

“Next year’s first review of Europe’s Solvency II regulations has given fund managers and consultants a platform to voice their concerns.” Though “most asset managers agree that the rules have enhances insurers’ understanding of investment portfolio risk” many also feel that the “policymakers mispriced asset risks” leading to unintended consequences. In particular, restrictions that “effectively ruled out some assets which could have provided higher, albeit riskier, returns” have proven particularly odious for annuities.

 

Reuters (August 22)

2017/ 08/ 24 by jd in Global News

Deflation “has hobbled Japan’s economy for nearly two decades, bedevilling policymakers despite drastic measures aimed at engineering a sustainable recovery.” For the sixth time, the Bank of Japan (BoJ) has delayed its 2% inflation target. This time until March 2020. Still, two-thirds of respondents in an August 1-16 Reuters Corporate Survey “saw the inflation goal as unrealistic,” with many of their responses further illustrating the complexities involved in overcoming deflation.

 

Bloomberg (January 5)

2017/ 01/ 06 by jd in Global News

“From goods leaving the factory floor in China’s industrial towns to gasoline at the pump in Europe and America, prices that stayed low for years are finally going up.” The reflation narrative leaves most policymakers hopeful and a few giddy, but doubts linger about the durability of the recovery.

 

Financial Times (July 26)

2016/ 07/ 27 by jd in Global News

“There is a welcome sense among the world’s policymakers—at least, those outside the UK—that life is returning to the pre-EU referendum normal. The tasks of the Fed and the BoJ are not easy, particularly for the latter. But at least the challenges and the risks involved are looking a great deal more familiar.”

 

Institutional Investor (November 12)

2015/ 11/ 14 by jd in Global News

“So far all comments from ECB policymakers have raised dovish expectations for the December meeting, while in the U.S. the Federal Reserve is widely expected to begin tightening. As a result, many analysts now see the macro setup for the dollar versus the euro as a catalyst to retest levels reached in the spring.”

 

Euromoney (November Issue)

2014/ 11/ 16 by jd in Global News

With returns on some Ukraine sovereign debt exceeding 16%, there are obviously concerns over a possible default. “Ukraine’s policymakers, however, are adamant that default or even restructuring is out of the question. The main reasons given are national pride and, more cogently, a desire to maintain access to international capital markets.”

 

Euromoney (June Issue)

2014/ 06/ 24 by jd in Global News

In Asia, “regulatory co-ordination efforts are failing to keep pace with banking and capital flows, as there is no single authority to call…. Diverse markets, conflicting interests and failed policymaking add to the regulatory challenge.” APEC, the Asean Economic Community and the Chiang Mai Initiative aren’t meeting this challenge, leaving “Asian policymakers, supervisors and securities officials [to] coordinate policies and assess financial stability through a fragmented and ad-hoc series of talks and negotiating blocs that are not fit for purpose.”

 

The Economist (March 29)

2014/ 03/ 30 by jd in Global News

“Women’s lowly status in the Japanese workplace has barely improved in decades, and the country suffers as a result.” Though difficult to quantify, the cost of this lost potential is enormous. “Japan educates its women to a higher level than nearly anywhere else in the world…. But when they leave university their potential is often squandered, as far as the economy is concerned.” If Prime Minister Abe and “the country’s policymakers can find the right ways to help them, those women could boost the economy and reform corporate culture.”

 

Euromoney (March Issue)

2014/ 03/ 15 by jd in Global News

“Investors, bankers and policymakers were caught off-guard in early 2014 as new depths of pessimism about emerging markets were plumbed.”

 

 

Los Angeles Times (October 28)

2013/ 10/ 30 by jd in Global News

“Policymakers are clear about their bond-buying goal, but the Street isn’t listening.” Current Federal Reserve Chairman Ben S. Bernanke stated publicly that quantitative easing would continue until unemployment falls to 6.5%. “If we generate 200,000 new jobs every month, tapering starts in November 2016. If we see an average of only 148,000 new jobs each month, we won’t ever see Fed tapering…. Tapering is still a long way off.”

 

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