Date
14 November 2019

Gabriel Stein

Director, Asset Management Services at Oxford Economics
  • Higher interest rates and stronger growth should make US and UK risk assets more attractive relative to Japanese and Eurozone ones. Photo: Bloomberg

    Central bank policy divergence to favor US, UK assets

    - Jul 15, 2014 10:12am
    Does the size of a central bank’s balance sheet have a material impact on the exchange rate of that country’s currency? To gauge this, we look at the central banks’ balance sheet as percentage of GDP...
  • A perspective on market nuttiness

    - Jul 10, 2014 4:06pm
    In recent years, meetings with fund managers have been marked by “Groundhog day” elements. A common introduction would be to pass a few congratulatory remarks over recent returns; then a grimace at how tight yields were...
  • Over the past two-and-a-half years, nominal world broad money growth excluding the Chinese contribution has been growing at an average of around 3 percent.

    Money growth suggests global recovery on track

    - Jun 23, 2014 12:25pm
    Money and credit developments are generally studied on a national basis. However, in an integrated world, there is also a case for looking at them on a global scale. National broad money growth rates may –...
  • Mario Draghi, president of the European Central Bank.
Photo: Bloomberg

    Eurozone’s negative interest rate scenario

    - May 20, 2014 12:40pm
    The European Central Bank’s Governing Council is unanimous in not accepting current low inflation and in being ready to implement unconventional measures. ECB president Mario Draghi has said so more than once. A number of potential...