All posts by Pierre Ortlieb

2021 inflation is legacy of 2008

2021 inflation is legacy of 2008

We are all inflation hawks at heart, says Bullard, but unlikely to spread our wings any time soon ...
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Fed can crush ‘bond vigilantes’ if it chooses

Fed can crush ‘bond vigilantes’ if it chooses

Unruly trading in Treasury market, sparked by uncertainty, may force Fed deeper into toolkit ...
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Fed must hold firm in face of inflation

Fed must hold firm in face of inflation

The challenge will be judging whether price bursts are transitory or durable ...
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Public pension funds face a defining moment

Public pension funds face a defining moment

Shifting demographics and falling returns drive new thinking ...
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The second wave of central bank policy innovation

The second wave of central bank policy innovation

Redeveloping toolkits for the post-Covid economy ...
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Arbitrage and reflation in the gold market

Arbitrage and reflation in the gold market

Price surge partly reflects US gold imports as investors cover positions ...
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US corporations’ bond market clout

US corporations’ bond market clout

Offshore portfolios take on renewed importance ...
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Fed grapples with corporate bond market

Fed grapples with corporate bond market

Portfolio flows and policy action reshaping market ...
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Dollar at a crossroads

Dollar at a crossroads

What's next for US currency's global liquidity ...
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Shortcomings in US sovereign investment

Shortcomings in US sovereign investment

Coronavirus crisis lays bare hostile institutional architecture ...
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Fed-Treasury coordination requires structural change

Fed-Treasury coordination requires structural change

Rethink of sovereign balance sheet needed to unleash full force of policy measures ...
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