UBS Securities Research
Daily round-up

Paul Donovan recently

Economic commentary discussing the current issues that are affecting economies and financial markets around the globe.

  1. A tale of two central banks

    Blog post | Tags: Paul Donovan

  2. The Giants of Economics Win

    Blog post | Tags: Paul Donovan

  3. Two little (little-ish) words

    Blog post | Tags: Paul Donovan

  4. The steady growth of the US

    Blog post | Tags: Paul Donovan

  5. All shall win prizes

    Blog post | Tags: Paul Donovan

  6. Inflation time

    Blog post | Tags: Paul Donovan

Three pillars of policy tightening

(October 2014)
Central bank policy is already being tightened. The problem is that in the world after quantitative policy, central bank policy can no longer be represented by a simple interest rate line on a chart. Read more (PDF, 134 KB)

Previous articles
A parting of the ways (PDF, 139 KB) (September 2014)
Good education (PDF, 182 KB) (August 2014)
When are house prices a worry? (PDF, 148 KB) (July 2014)
Currencies and the collapse of globalisation (PDF, 183 KB) (June 2014)

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