Author: Eamonn Sheridan

PIMCO says PBOC needs to get tougher on debt, yuan to fall long term

PIMCO has some advice for the People's Bank of China on credit expansion "The only way to slow it down is to impose tight constraints." That's Gene Frieda, executive vice president and global strategist for emerging markets at Pacific Investment Management Co.:

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Author: Eamonn Sheridan
3

RBA Governor Lowe now commenting on urban planning

Deary me ... - Australia is going to have to make its cities denser - need more transport infrastructure investment Is there anything beyond the RBA remit????

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Author: Adam Button
2

Primary dealers survey: Fed hike seen in May or later

Highlights from the New York Fed's primary dealers survey - Average conditional probability of a May or later was 78%, March was 20% - Saw Fed changing balance sheet policy in 17 months The survey was taken in late January, before the latest jobs report and some other very good economic data so I'm not sure that Fed view is entirely current. The Fed funds futures market currently pegs the chance of a hike at 36.0% on March 15.

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Author: Adam Button
1

Fed's Kaplan sees 2% US GDP growth in 2017

Kaplan in Fort Worth - US is near full employment - Can removed accommodation gradually, patiently - Fed ought to move sooner rather than later This is some ho-hum stuff that he's said before. But it's a reminder that 3 hikes predicated on just 2% GDP growth is a darn low bar.

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Author: Adam Button
9

Trichet says a true global economic crisis is coming

Trichet on debt-to-GDP Former ECB President Jean-Claude Trichet isn't in the headlines often but I just came across a little-seen video from earlier this month where he spoke to students in Ireland and warned on the dangers of global debt.

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Author: Ryan Littlestone

Neutral rate has declined says Lockhart

Still bleating on Lockhart isn't a voter this year, not that he'd get much chance to anyway as he's off next week, on the 28th.          

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Author: Adam Button

Fed's Lockhart: Regulation likely to shift to system based on risk profiles

Lockhart talking about his 10 years at the Fed Supervision? 10-years and he wants to talk about supervision? - Definitions of systemic institutions likely to change to exclude some regional banks You know, I'm not into conspiracies, but I'm pretty sure it was the big banks who lobbied for the harsh supervision and regulation on the small banks so they wouldn't lose a competitive edge.

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