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Yohay Elam  

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  • 11 Reasons For QE Tapering In December [View article]
    Well, the Fed announced a $10 billion taper.
    Dec 19, 2013. 08:41 AM | Likes Like |Link to Comment
  • Greek Default: 6 Critical Weeks For 6 Countries [View article]
    Portugal is definitely in a better situation than Greece. I differentiated between banking debt which is a characteristic of Spain and Ireland, and government debt, which is the story of Greece and Portugal.
    If there's something you want to share about Portugal, I'd be glad to hear.
    I've personally visited Porto which has so much to offer, but the situation is quite sad...
    Sep 28, 2011. 08:30 AM | Likes Like |Link to Comment
  • The Ultimate Jackson Hole Surprise: GDP Targeting [View article]
    Great mind provoking article.
    Apart from announcing a nominal GDP target, what do you think the Fed can do?
    QE2 succeeded in defeating deflation and more QE is definitely not the answer. By targeting GDP, should they hint that they will allow inflation to rise significantly?
    Another bold (though unrealistic) action would be hand out money to troubled homeowners with huge mortgages and lower their debt. This would allow them to spend more, and would allow the banks to lend more, breaking the deleveraging cycle.
    Aug 20, 2011. 12:14 PM | Likes Like |Link to Comment
  • Forex Weekly Outlook: September 6 - 10 [View article]
    Thanks for your comment. I also think it's a rather slow week, and that the fireworks will be seen in the next one.
    Sep 6, 2010. 01:03 PM | 1 Like Like |Link to Comment
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