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  • Bank of England warns on inflation

    Andrew Sentance of the Bank of England has issued a very clear analysis of current oil and commodity price movements. It rejects the view that these have been caused by speculators. Instead it points to increasing demand, and lack of supply, as the principal causes of today's higher prices. The slide...
    Posted to ICIS Blogs (Weblog) by Anonymous on 07-17-2008
  • High inflation, or global downturn?

    Central bankers had it easy over the past decade. Now they are going to have to earn their money. Inflation is rising rapidly, and growth rates are falling. But unfortunately, as I first noted back in March , they still seem to have differing ideas about what policies will best counter these twin challenges...
    Posted to ICIS Blogs (Weblog) by Anonymous on 06-08-2008
  • ‘Largest ever peacetime liquidity crisis’ says Bank of England

    Its not often that one gets clear statements from central bankers. Today’s comment from the Bank of England’s Deputy Governor that the credit crunch was ‘an accident waiting to happen’ is truly remarkable for its clarity. She also gives the best one sentence summary that I have seen on the background...
    Posted to ICIS Blogs (Weblog) by Anonymous on 02-26-2008
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