Ναυλαγορά: Οι χαμένοι και οι κερδισμένοι σε ένα «ρευστό» γεωπολιτικό και χρηματοοικονομικό σκηνικό

Καθώς κυλούσαν οι πρώτες ημέρες του Φεβρουαρίου οι κεντρικές τράπεζες προχώρησαν σε άλλη μια αύξηση των επιτοκίων προκειμένου να περιορίσουν τις πληθωριστικές πιέσεις.

Η FED αύξησε τον στόχο για το επιτόκιο αναφοράς κατά 0,25 στο 4,5%, ενώ ο πρόεδρος της Ομοσπονδιακής Τράπεζας των ΗΠΑ Τζερόμ Πάουελ δήλωσε ότι οι υπεύθυνοι χάραξης πολιτικής αναμένουν να πραγματοποιήσουν “μερικές” ακόμη αυξήσεις επιτοκίων προτού θέσουν σε αναμονή την επιθετική εκστρατεία σύσφιξης.

Στην άλλη πλευρά του Ατλαντικού, η

https://www.newmoney.gr/roh/palmos-oikonomias/nautilia/navlagora-i-chameni-ke-i-kerdismeni-se-ena-refsto-geopolitiko-ke-chrimatoikonomiko-skiniko/

Fed must reassess strategy ahead of September’s FOMC meeting

Fed must reassess strategy ahead of September’s FOMC meeting

Thursday 2 September 2021 – Vol.12 Ed.35.3

Commentary: Fed should be buying equity, not bonds

By Tamim Bayoumi in Washington

Chair Jerome Powell delivered a much anticipated speech at the Jackson Hole conference on Friday, containing insights on the Federal Reserve’s assessment of the current economic situation. But for those seeking clarity about the Fed’s long term plans, it was a disappointment. The danger is that the Fed ends up...

https://allaboutshipping.co.uk/2021/09/02/fed-must-reassess-strategy-ahead-of-septembers-fomc-meeting/

The Fed’s dangerous experiment, China’s global financial footprint, and more

The Fed’s dangerous experiment, China’s global financial footprint, and more

THE WEEKEND REVIEW  – OMFIF

Latest opinion and analysis from OMFIF around the world21-25 June 2021, Vol.12 Ed.25

Most-Read Commentary

The Fed’s dangerous experiment: 

Consumer prices in the US rose by 5% in the year to May 2021, according to the Bureau of Labor Statistics. As a significant talking point for financial markets and policy-makers, inflation is back. The Institute of International Monetary Research has been...

https://allaboutshipping.co.uk/2021/06/26/the-feds-dangerous-experiment-chinas-global-financial-footprint-and-more/

US payments infrastructure perpetuates financial exclusion, Steps towards an effective economic recovery

US payments infrastructure perpetuates financial exclusion, Steps towards an effective economic recovery

Monday 15 February 2021 – Vol.12 Ed.7.1

Commentary: US payments infrastructure perpetuates financial exclusion

By Pierre Ortlieb and Bhavin Patel in London

US institutions have taken divergent, and often contradictory, approaches to upgrading payments platforms. The Office of the Comptroller of the Currency has approved the use of blockchain solutions by banks, while the Fed is developing...

https://allaboutshipping.co.uk/2021/02/15/us-payments-infrastructure-perpetuates-financial-exclusion-steps-towards-an-effective-economic-recovery/

Fed: Προχωρά σε μείωση των επιτοκίων

Νωρίτερα η Ομοσπονδιακή Τράπεζα των ΗΠΑ ανακοίνωσε ότι θα προβεί σε μείωση των επιτοκίων,την πρώτη από το 2008, επικαλούμενη τις ανησυχίες γύρω από την πορεία της παγκόσμιας οικονομίας.

Οι χρηματαγορές ανέμεναν την μείωση αυτή των επιτοκίων κατά 25 μονάδες βάσης στο εύρος του 2-2,5%. Σημειώνεται ότι 8 από τους 10 αξιωματούχους της επιτροπής νομισματικής πολιτικής ψήφισαν υπέρ μιας τέτοιας μείωσης ενώ 2 τάχθηκαν υπέρ της διατήρησης των επιτοκίων σε σταθερά επίπεδα.

Σε ανακοίνωση της η Fed αναφέρει...

https://www.naftikachronika.gr/2019/07/31/se-meiosi-ton-epitokion-prochora-i-fed/

Daily Overview of Global Markets & the SEE Region (Thursday, 2 May, 2019)

Daily Overview of Global Markets & the SEE Region (Thursday, 2 May, 2019)

HIGHLIGHTS

WORLD ECONOMIC & MARKET DEVELOPMENTS

GLOBAL MARKETS:   As expected, the Fed left the target range for the federal funds rate at 2.25-2.50% at this week’s two-day monetary policy meeting, which concluded yesterday. The Fed reiterated its data-dependent and patient approach towards future policy adjustments with Chairman Jerome Powell making clear that the Fed sees no compelling reason to consider a rate cut in...

http://www.allaboutshipping.co.uk/2019/05/02/daily-overview-of-global-markets-the-see-region-thursday-2-may-2019/

Darrell Delamaide on Fed policy clash, Denis MacShane on a new European green bank, and more

Jay Powell

Darrell Delamaide on Fed policy clash, Denis MacShane on a new European green bank, and more

OMFIF update – 1-5April 2019 Vol.101 Ed.14

COMMENTARY

Clash over Fed policy escalates

The reversal of US monetary policy by Chair Jay Powell has done little to quell the pressure on the Federal Reserve, writes Darrell Delamaide. In fact, it seems to have escalated the war on Fed policy; President Trump is pushing for a rate cut when the FOMC only recently abandoned its path of gradual rate rises.

R...

http://www.allaboutshipping.co.uk/2019/04/06/darrell-delamaide-on-fed-policy-clash-denis-macshane-on-a-new-european-green-bank-and-more/

Mood set to be downbeat at IMF meetings, Fed Talk with Patrick Harker

Mood set to be downbeat at IMF meetings, Fed Talk with Patrick Harker

Commentary: Mood to be downbeat at IMF meetings

By Mark Sobel in Washington

The IMF spring meetings will undoubtedly seek to create a positive buzz around policy-makers. But international co-operation may prove to be in short supply. The US is generating global trade tensions and understandably seen as an unreliable leader and partner. China is fighting off its near-term economic malaise at the same time its growth model is...

http://www.allaboutshipping.co.uk/2019/04/02/mood-set-to-be-downbeat-at-imf-meetings-fed-talk-with-patrick-harker/

Augmenting US Treasury foreign exchange report, Fed Talk podcast

Commentary: Augmenting US Treasury report on foreign exchange policies of trade partners

By Mark Sobel in Washington

The deadline for the next US Treasury report on the foreign exchange policies of major trading partners looms. Since the passage of the 2015 Trade Facilitation and Trade Enforcement Act, the report has focused on whether the top 12 US trading partners have significant bilateral surpluses with the US, material current account surpluses, and engaged in persistent one-sided foreign...

http://www.allaboutshipping.co.uk/2019/02/19/augmenting-us-treasury-foreign-exchange-report-fed-talk-podcast/

Daily Overview of Global Markets & the SEE Region (Thursday, January 31, 2019)

HIGHLIGHTS

WORLD ECONOMIC & MARKET DEVELOPMENTS

GLOBAL MARKETS:In line with market expectations, the Fed kept the rate for the fud funds target rate unchanged at 2.25-2.50% at this week’s two-day policy meeting which concluded yesterday. However, the tone of the FOMC policy statement and the press conference following the conclusion of the meeting was more dovish than expected, supporting the prevailing market view that the current tightening cycle has probably come to an end. In reaction to the...

http://www.allaboutshipping.co.uk/2019/01/31/daily-overview-of-global-markets-the-see-region-thursday-january-31-2019/