Brewin Dolphin’s Head of Research, Guy Foster, discusses this week’s economic news with Keith Wade, Chief Economist at Schroders Asset Management at a time when some of the world’s biggest economies are pursuing some of the world’s most unconventional monetary policies. 

The yen seems to have found a floor and even the euro found a modicum of stability over recent weeks despite ten year bund yields falling below 0.14% and the Swiss borrowing money for ten years at a negative interest rate.  Is the Eurozone economy weak enough to justify the ECB continuing its purchases for the next 18 months?  Will it be able to do so as bonds remain in such short supply? What will be the impact if it does? 

Looking at the Eurozone and Japan we discuss what impact QE has on the economy and what impact the broader measures encapsulated within Abenomics operate.  Predominantly this is the exchange rate which has turned Japan from a very expensive, to a very cheap, currency.

 

Please review the podcast on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast

 

 

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below