Pinboard (asterisk2a)
https://pinboard.in/u:asterisk2a/public/
recent bookmarks from asterisk2aCarney: No need for interest rate rises now - BBC News2016-01-19T18:21:52+00:00
http://www.bbc.co.uk/news/business-35351217
asterisk2aFed BOE 2016 Taper UK USA monetary policy Mark Carney mandate productivity output gap inflation expectation targeting nominal GDP deflationary deflation Oil price commodity prices wage secular stagnation economic history austerity fiscal property bubble consumer debt household credit card mortgage market ZIRP NIRP QE private corporate Europe ECB China 2015 global economy BRIC OPEC aggregate demand Richard Koo overcapacity Supply and liquidity trap transmission mechanism stimulus theory unconventional monetisation monetization zombie corporations banks debtoverhang balance sheet recession deleveraging margin trading speculative bubbles equity Super Cycle servitude leverage George Osborne dogma ideology neoliberalism neoliberal faultlines imbalances distortion emerging middle class Frontier Markets sovereign crisis unintended consequences unknown unkown QT financial repression New Normalhttps://pinboard.in/u:asterisk2a/b:6fcbb96b6a0b/Profit mean reversion and recession | Credit Writedowns2015-10-15T21:56:45+00:00
https://www.creditwritedowns.com/2015/10/profit-mean-reversion-and-recession.html
asterisk2arecovery business cycle financial private debt household consumer Student Loan Bubble car credit card deleveraging Richard Koo debtoverhang austerity fiscal policy economic history monetary job creation Service Sector Jobs western world secular stagnation Niall Ferguson wage growth income distribution Gini coefficient inequality trickle-down economics neoliberalism neoliberal Wall Street bank bailout budget deficit UK USA Schuldenbremse Pact sovereign crisis Positioning mainstreet.org Germany disposable discretionary spending low crony capitalism reflate reflation Career Politicians constituency fairness Generationengerechtigkeit Niedriglohnsektor lobbyist lobby Lobbying corporate welfare tax evasion avoidance social mobility contract political theory Standard American Diet equity ZIRP NIRP QE BRIC BOE Fed mandate BOJ PBOC distortion 2015 ECB Super servitude zombie banks corporations junk bond Taper QT irrational exuberance asset allocation capital speculative bubbles commodity prices Oil price inflation expehttps://pinboard.in/u:asterisk2a/b:eca97778b5cc/Banking Crisis: Bernanke Bust is Here - Mike Maloney - YouTube2015-10-12T21:53:39+00:00
https://www.youtube.com/watch?v=6Ksc2WJoXpg
asterisk2abanking crisis 2015 Fed mandate monetary policy unconventional retail investment bank shadow centralbanks ZIRP NIRP QE unknown unkown unintended consequences distortion speculative bubbles equity bubble reflate reflation BRIC China Brazil commodity prices Oil price OPEC property credit trust distrust QT leverage margin trading call squeeze crunch zombie banks corporations consumer card debt car loan mortgage market UK USA economic history recovery regulation self-regulation deregulation regulators financial repression GFC cycle Janet Yellen benbernanke Ben Bernanke transmission mechanism stimulus theory systemhttps://pinboard.in/u:asterisk2a/b:4e193bb9ea2c/Nomi Prins-Federal Reserve Transition to Destruction - YouTube2015-10-01T18:55:48+00:00
https://www.youtube.com/watch?v=AFMinapKlTA
asterisk2aZIRP NIRP book QE reflate reflation equity bubble credit Taper Richard Koo BRIC China 2015 junk bond trickle-down economics Super Rich 1% property household debt UK USA BOE Fed mandate Janet Yellen Mark Carney MPC monetary policy transmission mechanism excess reserves retail banking secular stagnation wage disposable income distribution inequality Gini coefficient squeezed middle class job creation market labour Niedriglohnsektor Service Sector Jobs recovery GFC benbernanke alangreenspan dot.com speculative bubbles bank bailout crisis leverage margin trading Cycle servitude private monetization monetisation fiscal austerity consumer card car loan debtoverhang economic history zombie banks corporations mainstreet.org Wall Street profit maximisation shareholder value crony capitalism corporate asset correction mortgage libor rigging scandal trust Career Politicians neoliberalism neoliberal FX hot-money currency-war currency debasement war balance sheet recession Niall Ferguson financial repression distortion Prhttps://pinboard.in/u:asterisk2a/b:08ebad32b940/Icahn warns of potential looming catastrophe2015-09-30T19:59:31+00:00
http://www.cnbc.com/2015/09/27/-of-potential-looming-catastrophe.html
asterisk2aasset bubble speculative bubbles reflate reflation ZIRP NIRP QE UK BOE USA Fed mandate equity bond junk Student Loan car credit card household debt private consumer debtoverhang recovery fiscal policy monetary unconventional 2015 BRIC China Brazil GFC bank crisis bailout banking NPL shadow PBOC BOJ Abenomics hot-money currency-war currency debasement war BIS centralbanks ECB excess reserves investment retail liquidity trap FX QT Taper 2016 secular stagnation Richard Koo Niall Ferguson Joseph Stiglitz austerity Paul Krugman Gini coefficient inequality Super Rich 1%https://pinboard.in/u:asterisk2a/b:9044a66b43d5/Is Labour right to review Bank of England's mandate? - BBC News2015-09-29T15:53:12+00:00
http://www.bbc.co.uk/news/business-34388561
asterisk2aMPC BOE Fed mandate centralbanks banking crisis bank financial cycle ZIRP QE NIRP reflate reflation monetary policy unconventional economic history BIShttps://pinboard.in/u:asterisk2a/b:cd47ea9a38ad/IMF warns of new financial crisis if interest rates rise | Business | The Guardian2015-09-29T15:31:05+00:00
http://www.theguardian.com/business/2015/sep/29/imf-warns-new-financial-crisis-interest-rates-rise
asterisk2acredit bubble 2015 Taper centralbanks IMF OECD Frontier Markets Developing World Richard Koo Debt Super Cycle BRIC AIIB Bank recovery global economy trade globalization globalisation flat borderless currency-war currency debasement war BOE BOJ Abenomics ZIRP NIRP QE unknown unkown unintended consequences FOMO asset allocation capital malinvestment speculative bubbles property China Brazil commodity prices Oil price OPEC reflate reflation equity emerging middle class demographic secular stagnation western UK USA Europe Germany austerity divergence faultlines Structural Impediments imbalance Niall Ferguson Fed mandate monetary policy unconventional zombie consumer banks bailout banking crisis fiscal stimulus economic history trickle-down economics tax avoidance evasion inequality Gini coefficient NPL shadow corporations junk bond creditrating distortion financial GFChttps://pinboard.in/u:asterisk2a/b:e0d0d6f45fbc/Fed chief Yellen says US rate rise still likely this year - BBC News2015-09-26T19:17:56+00:00
http://www.bbc.co.uk/news/business-34355192
asterisk2aJanet Yellen Fed mandate inflation expectation targeting secular stagnation western world centralbanks QE ZIRP NIRP Taper QT petrodollar Petroleum Industry commodity prices China credit bubble BRIC Brazil Russia India BIS Richard Koo global economy trade 2015 BOE monetary policy unconventional debtoverhang household debt consumer private card car loan Student deleveraging faultlines Structural Impediments imbalance wage growth squeezed middle class disposable income discretionary spending low distribution inequality Gini coefficient Service Sector Jobs job creation market labour economics Niedriglohnsektor competitive competition flat borderless globalization globalisation recovery fiscal underinvestment productive investment asset FOMO hunt for yield Super Rich 1% hot-money currency-war currency war debasement Dollar speculative bubbles allocation equity distortion irrational exuberance property macroprudential USA UKhttps://pinboard.in/u:asterisk2a/b:d8808a3bb1b0/Bubble Machine Timeline: Visual Evidence Of The Fed's "Third Mandate" | Zero Hedge2015-09-24T22:14:46+00:00
http://www.zerohedge.com/news/2015-09-24/bubble-machine-timeline-visual-evidence-feds-third-mandate
asterisk2afinancial crisis cycle business centralbanks BIS Fed BOE BOJ mandate monetary policy theory unconventional credit bubble Debt Super stimulus system ZIRP NIRP QE dot.com GFC recovery Richard Koo fiscal Boom and Bust distortion zombie banks corporations consumer banking bank bailout creative destruction Failure market Career Politicians Ben Bernanke Greenspan-Put alangreenspan Janet Yellen economic history trickle-down economics inequality Gini coefficient social cohesion tension contract fairness Generationengerechtigkeit servitude sovereign Niall Ferguson Paul Krugman Joseph Stiglitz secular stagnation western world crony capitalism lobbyist lobby Lobbying corruption bribery revolving door Wall Street shared interest profit maximisation shareholder value TBTF too big to jail bail investment retail post-capitalismhttps://pinboard.in/u:asterisk2a/b:437815614459/Bank of England may cut rates, says chief economist - BBC News2015-09-21T23:44:27+00:00
http://www.bbc.co.uk/news/business-34291815
asterisk2aChina sovereign debt crisis European Union BRIC credit bubble 2015 headwinds Fed mandate BOE bond Taper Richard Koo fiscal policy austerity monetary QE ZIRP NIRP QT British Pound Sterling Dollar petrodollar FX reserves excess liquidity trap GFC economic history trickle-down economics Pact Schuldenbremse George Osborne budget2015 David Cameron industrial underinvestment infrastructure investment productivity output gap STEM Research competitiveness competitive differentiate differentiation shadow banking leverage margin trading speculative bubbles property asset allocation capital hunt for yield FOMO equity Gini coefficient inequality social mobility crony capitalism Wall Street business confidence profit maximisation shareholder value share buyback Niall Ferguson secular stagnation western world deflationary deflation macroprudential microeconomic education fairness Generationengerechtigkeit bank bailout tax evasion avoidance code corporate rate short-term thinking view transmission mechanism stimulus unconvehttps://pinboard.in/u:asterisk2a/b:885e4c6429f3/Weltwirtschaft: BIZ warnt vor Krediten in Schwellenländern - SPIEGEL ONLINE2015-09-19T04:51:08+00:00
http://www.spiegel.de/wirtschaft/unternehmen/weltwirtschaft-biz-warnt-vor-krediten-in-schwellenlaendern-a-1052705.html
asterisk2aBIS credit bubble 2015 China BRIC NPL shadow banking junk bond creditrating crisis excess reserves QE ZIRP NIRP hot-money currency-war currency debasement war centralbanks economic history hunt for yield FOMO speculative bubbles FX Turkey Brazil Developing World Fed distortion unknown unkown unintended consequences Raghuram Rajan BOE BOJ Abenomics PBOC ECB emerging market middle class AIIB Asia South Africa Latin America deflationary deflation secular stagnation western Niall Ferguson globalization globalisation wage disposable income distribution inequality growth mobility gap GFC recovery fiscal policy monetary austerity Pact European Union UK USA Richard Koo Joseph Stiglitz Paul Krugman dogma ideology mandate inflation targeting New Normal trap liquidity reflate reflation asset allocation property capital QT debt monetisation monetization trickle-down economics marginal cost of abundance digital economy Software Is Eating The Bank IMF savings glut faultlines structural imbalance Impediments Super Cycle serhttps://pinboard.in/u:asterisk2a/b:9eccbd653f2a/RICHARD KOO: 'Struggle between markets and central banks has only just begun' - Business Insider2015-09-19T04:40:16+00:00
http://uk.businessinsider.com/richard-koo-struggle-between-markets-and-central-banks-has-only-just-begun-2015-9
asterisk2aRichard Koo Taper 2015 credit bubble reflate reflation monetary policy fiscal Janet Yellen Fed mandate China BRIC global economy trade western world secular stagnation deflationary deflation asset speculative bubbles hunt for yield FOMO property equity bond distortion correction Student Loan ZIRP NIRP QE BIS centralbanks BOE Abenomics BOJ ECB unconventional liquidity trap excess reserves retail banking consumer debt household deleveraging wage growth income low marginal propensity to consume disposable discretionary spending distribution inequality Gini coefficient mobility social Niall Ferguson bank bailout crisis recovery GFC austerity Schuldenbremse Pact European Union UK USA Career Politicians crony capitalism No Representation fairness Generationengerechtigkeit sovereign PR spin doctor reframing framing trickle-down economics neoliberalism neoliberal investment business confidence Blue Ocean PBOC New Normal economic stimulushttps://pinboard.in/u:asterisk2a/b:7750660fcc28/The Fed has to deal with its own zombie apocalypse2015-09-18T19:52:42+00:00
http://www.cnbc.com/2015/09/18/the-fed-has-to-deal-with-its-own-zombie-apocalypse.html
asterisk2azombie corporations consumer Junk Bond Taper Fed mandate USA Richard Koo interest payments bubble ZIRP NIRP QE unconventional monetary policy unintended consequences distortion unknown unkown complexity QT 2015 China credit BRIC transmission mechanism liquidity trap squeeze ratings secular stagnation western world refinancing debt monetisation monetization corporate leverage margin trading reflate reflation productivity UK Europe output gap competitive competition globalization globalisation borderless flat New Normal economic history trickle-down economics marginal cost of abundancehttps://pinboard.in/u:asterisk2a/b:9196e3ac6383/Is Global Economic Doubt Behind the Unchanged Rate? - YouTube2015-09-18T05:20:31+00:00
https://www.youtube.com/watch?v=P3Gd9xB1Cco
asterisk2aTaper Fed mandate 2015 inflation expectation targeting Janet Yellen participation rate employment underemployed full unemployment structural USA China BRIC credit bubble complexity global economy New Normal hunt for yield asset allocation reflate reflation equity property BIS centralbanks QE ZIRP NIRP distortion secular stagnation western world Richard Koo deleveraging balance sheet recession debtoverhang private debt household consumer student loan servitude marginal propensity to consume Super Rich 1% faultlines savings glut Impediments imbalance inequality Gini coefficient income distribution growth low disposable mobility wage UK BOE squeezed middle class job creation security labour market recovery policy response fiscal austerity Schuldenbremse Pact monetary transmission mechanism excess reserves business confidence investment underinvestment productive infrastructurehttps://pinboard.in/u:asterisk2a/b:7f054910c3d0/Pando: Good news! B rounds have doubled in value over five years!2015-09-14T23:28:15+00:00
https://pando.com/2015/09/14/good-news-b-rounds-have-doubled-value-over-five-years/
asterisk2aSilicon Valley Seed Round Party SPV Venture Capital Private Market FOMO hunt for yield B A growth Equity Hedge Fund Angel Investor Micro VC 2015 cost of living credit bubble entry aspirational leverage margin trading asset allocation distortion ZIRP NIRP QE BOE BOJ Abenomics PBOC Fed unintended consequences burn rate runway ECB Mutual unknown unkown inflation targeting mandate expectation secular stagnation deflationary deflation economic speculative bubbles speculation reflate reflation monetary policy unconventional financial repression western world Developing BRIC emerging complexity incomplete informationhttps://pinboard.in/u:asterisk2a/b:7c333b5c182f/Raghuram Rajan - One-on-One: an investigative interview - 44th St. Gallen Symposium - YouTube2015-09-14T22:55:17+00:00
https://www.youtube.com/watch?v=fxvtxhKEYic
asterisk2a> little domestic positive impact but spilled over much across the world! // consequences now seen (1) taper tantrum late 2014 & then summer 2015; china slow-down/equity crash & taper anticipation moves followed up by pulling money out of emerging/developing markets! financial market are divergent from domestic business market. cycles shifted apart slightly. investor, business, financial market & consumer confidence are not linked as tightly before! // financial markets are now global, business markets itself not as much! money can be pulled out digitally in an instance. // no net-positive 4 whole world. selfishness. long-run danger. unintended consequences, unknown unknowns. // global sub-optimal monetary policy // global system (monetary system) broke // uncertainty, unknown of taper. timing debate. game of chicken. volatility bc of lots of froth, distortion! // &! youtu.be/SZe3issLIb8]]>Raghuram Rajan BIS centralbanks hot-money currency-war currency debasement war GFC recovery monetary policy QE ZIRP NIRP excess reserves speculative bubbles reflate reflation economic history faultlines credit bubble BRIC 2015 emerging market Developing World western secular stagnation BOJ Abenomics PBOC globalization globalisation financial zombie banks savings glut business confidence investment USA UK Europe China asset allocation FOMO hunt for yield speculation Super Rich 1% property unconventional Fed BOE ECB inflation expectation targeting mandate deflationary deflation fiscal irrational exuberance panic hubris unknown unkown unintended consequences Taper book structural imbalance Impediments reserve fiat current account deficit trade stimulus Germany austerity dogma ideology credibility Career Politicians Pact Schuldenbremse transmission mechanism theory system complexity incomplete information shadow banking uncertainty volatility distortion repression governancehttps://pinboard.in/u:asterisk2a/b:f34f2d8b5d3e/Exposing The Lie Behind The "Strong Jobs Recovery" In One Chart | Zero Hedge2015-09-03T10:56:15+00:00
http://www.zerohedge.com/news/2015-09-02/exposing-lie-behind-strong-jobs-recovery-one-chart
asterisk2arecovery UK USA Service Sector Jobs manual labour job creation market 2015 Taper underemployed part-time Zero Hour Contract Contractor minimum wage poverty trap Sozialer Abstieg squeezed middle class working poor precarious work Precariat GFC dot.com reflate reflation Fed monetary policy stimulus transmission mechanism unconventional system fiscal austerity social mobility income Gini coefficient added value Multiplier economic history globalization globalisation academia academics mandate Janet Yellen Ben Bernanke Niedriglohnsektor stagnation growthhttps://pinboard.in/u:asterisk2a/b:388fc4e848b4/The world is defenceless against the next financial crisis, warns BIS - Telegraph2015-06-28T18:54:17+00:00
http://www.telegraph.co.uk/finance/economics/11704051/The-world-is-defenseless-against-the-next-financial-crisis-warns-BIS.html
asterisk2aBIS monetary policy unconventional Financial Crisis business cycle economic history centralbanks Fed Taper ECB ZIRP NIRP QE unintended consequences unknown unkown BOE system stimulus transmission mechanism zombie banks EuropeanSystemicRiskBoard bailout equity bubble bond fractional reserve banking dot.com GFC recovery Greenspan-Put alangreenspan Great Moderation Ben Bernanke mandate Bank Oversight deflationary debtoverhang balance sheet recession consumer structural imbalance Impediments output gap productivity USA UK Europe western world secular stagnation asset allocation distortion capital job creation labour market economics Niedriglohnsektor Niedriglohn Service Sector Jobs lost generation decade folly error demographic sovereign debt monetisation monetization growth damage unemployment underemployed supply side microeconomic vocational education Future of Work Mobile Creatives Creative marginal cost abundance Silicon Valley industrial ideology austerity Fiscal Pact Schuldenbremsehttps://pinboard.in/u:asterisk2a/b:115d5de9c6df/Market anxiety rises ahead of Fed meeting - YouTube2014-09-16T18:55:27+00:00
https://www.youtube.com/watch?v=EOCVAn5UD7I
asterisk2aFed Taper language communication monetary policy unconventional 2014 mandate employment inflation targeting expectation underemployed self-employment structural unemployment long-termhttps://pinboard.in/u:asterisk2a/b:e0dcd93f51bc/5 Things To Ponder This Weekend | Zero Hedge2013-11-25T08:26:46+00:00
http://www.zerohedge.com/news/2013-11-22/5-things-ponder-weekend
asterisk2aCPI USA Fed Taper QE NIRP ZIRP negative real interest rate deflation deflationary reflation unconventional monetary policy mandate 2013 modern theory communicationhttps://pinboard.in/u:asterisk2a/b:2569d21e883d/The Time To Hike Rates Is Now According To The Beveridge Curve | Zero Hedge2013-11-25T08:17:06+00:00
http://www.zerohedge.com/news/2013-11-22/time-hike-rates-now-according-beveridge-curve
asterisk2aStructural Impediments unemployment USA GFC greatdepression greatrecession WallStreet Taper Fed unconventional monetary policy mandate communicationhttps://pinboard.in/u:asterisk2a/b:f3b7609f1287/Bubbles, Regulation, and Secular Stagnation - NYTimes.com2013-09-30T22:07:39+00:00
http://krugman.blogs.nytimes.com/2013/09/25/bubbles-regulation-and-secular-stagnation/
asterisk2astudent loan debt lobby deregulation monetary policy lobbyist asset bubble modern theory reflation dual mandate fiscal stimulus Lobbying BOE BOJ macroeconomics folly QE liquidity trap inflation targeting UK political error paulkrugman austerity unknown unkown greatdepression nominal GDP dis-inflation deleveraging regulation economics public secular stagnation private balance sheet recession jubilee GFC complexity excess unintended consequences consumer liquidity-trap WWII lostdecade greatrecession regulators debtoverhang Wicksellian natural interest rate NIRP Fed microeconomics economic history Super Cycle stagflation Great Moderation leverage sovereign crisis recovery ZIRP USA household Japan deficithttps://pinboard.in/u:asterisk2a/b:3d748aace1ae/Recovery – Who are We Kidding?2012-04-15T20:19:03+00:00
http://www.merkfunds.com/merk-perspective/insights/2012-04-10.html
asterisk2amandate monetarism monetary theory economics economic-thought economic history paulvolcker 2012 deflation inflation Leverage policy folly error QE reflation fiatmoney fiat currency money creation process oversight WallStreet regulation FDIC SEC Fed alangreenspan benbernake greatrecession GFChttps://pinboard.in/u:asterisk2a/b:bee9ea74244a/Bernanke Won’t Tolerate Inflation to Boost Jobs - Bloomberg2012-02-03T19:17:48+00:00
http://www.bloomberg.com/news/2012-02-03/bernanke-says-he-won-t-tolerate-higher-inflation-to-boost-employment-gains.html
asterisk2aFed mandate bernanke monetary policy 2012https://pinboard.in/u:asterisk2a/b:042f164a472c/Regional Fed chiefs 'a drag' on Bernanke policy: Rep. Frank - YouTube2011-09-15T22:54:34+00:00
http://www.youtube.com/watch?v=4ZGLifXOokc
asterisk2abarneyfrank Fed benbernanke monetary policy error folly FOMC inflation interestrate unemployment politics 2011 mandate dual-mandatehttps://pinboard.in/u:asterisk2a/b:ff4def2ca47f/St. Louis Fed Stunner: Admits QE May Lead To Rise Rather Than Drop In Unemployment | zero hedge2011-05-02T01:31:45+00:00
http://www.zerohedge.com/article/st-louis-fed-stunner-admits-qe-may-lead-rise-rather-drop-unemployment
asterisk2aunemployment monetary policy Fed QE QE-2.0 mandate economics unintended consequences inflationhttps://pinboard.in/u:asterisk2a/b:3f9e66e3930a/Trichet Bypasses Unsung Growth Mandate as ECB Reacts to Hints of Inflation - Bloomberg2011-03-11T04:35:00+00:00
http://www.bloomberg.com/news/2011-03-11/trichet-bypasses-unsung-growth-mandate-as-ecb-reacts-to-hints-of-inflation.html
asterisk2aFed ECB BoE inflation 2011 mandate unemployment politics monetary policy ZIRPhttps://pinboard.in/u:asterisk2a/b:f002bcc5ad43/