Latest ideas and analyses related to quantitative easing

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MCHI

+16 pts





By realmomobags on Jan. 19, 2022, 3:25 p.m.
Tagged topics: China , macro environment , quantitative easing

Views: 6, Votes: 2, Responses: 0, Attachments: 0
GS

+35 pts



HOLT® U.S. Specialist Team

By KHUN on Jan. 13, 2022, 1:49 a.m.
Tagged topics: valuations , analyst checks , quantitative easing

Views: 18, Votes: 3, Responses: 0, Attachments: 1
MCHI

+2 pts





By cbb1987cbb on Dec. 10, 2021, 6:18 a.m.
Tagged topics: China , macro environment , quantitative easing

Views: 2, Votes: 2, Responses: 0, Attachments: 0
MCHI

+52 pts



Global Strategist Comments On China Easing

By Btam on Dec. 10, 2021, 2:26 a.m.
Tagged topics: China , macro environment , quantitative easing

Views: 49, Votes: 6, Responses: 2, Attachments: 1
JNJ

+35 pts



Johnson & Johnson (JNJ) in HOLT: Shaking up the Portfolio

By KHUN on Nov. 23, 2021, 11:31 p.m.
Tagged topics: valuations , analyst checks , quantitative easing

Views: 28, Votes: 4, Responses: 0, Attachments: 1
SPY

+10 pts





By irenyang.to on Nov. 4, 2021, 1:38 p.m.
Tagged topics: valuations , analyst checks , quantitative easing

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SPY

+39 pts



U.S. Return Decomposition–Nov. 2021

By KHUN on Nov. 3, 2021, 7:13 a.m.
Tagged topics: valuations , analyst checks , quantitative easing

Views: 40, Votes: 5, Responses: 1, Attachments: 1
EU Macro , Global Macro

+31 pts



EU #inflation well above target and set to rise further, but Morgan Stanley expects #ECB to continue easy #MonetaryPolicy

By ethonomics on Aug. 31, 2021, 10:43 a.m.
Tagged topics: Europe , Morgan Stanley , inflation fears , quantitative easing , monetary policy

Views: 98, Votes: 1, Responses: 0, Attachments: 2
US Macro

+40 pts



Goldman now expects earlier tapering (45% chance in Nov), though not a faster pace ($15bn per meeting)

By ethonomics on Aug. 19, 2021, 10:56 a.m.
Tagged topics: interest rates , Goldman Sachs , quantitative easing , FOMC , tapering

Views: 103, Votes: 5, Responses: 0, Attachments: 2
Asia Macro

+31 pts



Morgan Stanley sees COVID flare-ups as temporary speed bumps, not permanent roadblocks to Asian growth recovery

By rIsILAwr on Aug. 5, 2021, 2:24 a.m.
Tagged topics: COVID-19 , economic recovery , Morgan Stanley , quantitative easing , Delta variant , speed bump

Views: 153, Votes: 1, Responses: 0, Attachments: 2
US Macro , Global Macro

+33 pts



Goldman says FOMC has prevented a sharp Dollar depreciation, but still expects broad USD depreciation over medium term

By ethonomics on June 23, 2021, 11:53 a.m.
Tagged topics: US Dollar , foreign exchange , Goldman Sachs , quantitative easing , FOMC , Dollar depreciation

Views: 125, Votes: 2, Responses: 0, Attachments: 7
US Macro

+33 pts



Goldman thinks labor market has not recovered far enough to see a hint of tapering in June

By phenphen on June 14, 2021, 1:21 p.m.
Tagged topics: Goldman Sachs , inflation fears , quantitative easing , rate hike , FOMC

Views: 130, Votes: 2, Responses: 0, Attachments: 11
Global Macro

+31 pts



Goldman expects ECB to remain dovish 'well into the recovery'

By ethonomics on May 26, 2021, 2:01 p.m.
Tagged topics: Europe , Goldman Sachs , ECB , Lagarde , quantitative easing

Views: 128, Votes: 2, Responses: 0, Attachments: 3