The BOE almost forecast Stagflation & the Fed is on hold.
​MACRO THOUGHTS Aug 5, 2016
Carney fired his full broadside;Â is the ship turning and has he battened down the hatches, or has he broken the rules of engagement, forgotten the basics of navigation and created a bigger problem than the enemy itself?
Carney says without his action, the MPC sees ‘Output lower, Unemployment higher’, and that his action was largely based on assumptions the Bank of England ‘had identified before the vote’.
'Macro Thoughts considers several of the Bank of England’s projections (and of many other forecasters) to be too pessimistic; using classic economic theory, they consistently underestimate the stability and resilience of the UK economy.'
Having recently achieved targets in US yields & Oil,  profits can be taken in Australian and European Peripherals Bonds; Macro Thoughts is now considering UK Inflation Hedging.
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