from Rahul Karunakar:

ECB TLTROs working but lending has a long way to go

June 24, 2015

A labour council representative holds a facsimile 500 euros note with the portrait of Carlos Ghosn, Chairman and CEO of the Renault-Nissan Alliance, before the French carmaker Renault's shareholders general meeting in Paris

Almost a year after the European Central Bank announced new cash loans tied to actual lending to small and medium enterprises, data on Friday is expected to show euro zone private loans are picking up pace.

Déjà vu? Fed may struggle to hike if U.S. optimism fades for H2

April 28, 2015

RTR4VVNE.jpgThe U.S. Federal Reserve may find it even more tough to raise interest rates as the year wears on if dwindling expectations for growth are any guide.

BOC to hold this year? Probably not say nearly half the primary dealers

April 15, 2015

Bank of Canada Governor Poloz speaks during a Canada-UK Chamber of Commerce event in central LondonThe Bank of Canada will almost certainly hold policy steady on Wednesday but nearly half of the banks who do business directly with it predict at least one more rate cut this year.

Is it time for the ECB to do more?

March 31, 2014

From financial forecasters to the International Monetary Fund, calls for the European Central Bank to do more to support the euro zone recovery are growing louder.

Euro zone inflation falls again; economists base ECB rate cut calls on deja vu

February 4, 2014

Euro zone inflation has dipped again and some forecasters are hedging their bets on the policy response by saying the European Central Bank could either cut rates this week or sometime in the next two months.

Shock now clearly trumps transparency in central bank policymaking

January 29, 2014

The days of guided monetary policy, telegraphed by central banks and priced in by markets in advance, are probably coming to an end if recent decisions around the world are any guide.

Beware the bias in euro zone forecasts (again)

October 29, 2013

Next time you ask an economist a question about the euro zone, be sure to enquire where their head office is based.

How to play down a housing boom like it’s 1999

October 16, 2013

Here’s some of the top reasons from a 1999 Reuters poll on why a housing bubble wouldn’t form, which are re-appearing 14 years later.

Britain’s Help to Buy – what the forecasters say

August 28, 2013

Now Britain’s housing market is showing real signs of life, should the government abandon its “Help to Buy” scheme to boost access to the market for homebuyers?

Does less QE from the Fed necessarily mean a stronger dollar?

August 16, 2013

Based on the latest U.S. Treasury flows data, it may be time to ditch the textbook theory that says less monetary stimulus means a stronger currency – at least for now.