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Monetary Policy
Firm
Author
Type
Global Macroeconomics
July 2026
Beware a Shifting Landscape
Citadel
Nohshad Shah
Research
10 Pages
Citadel Securities examines how markets are transitioning from pricing inflation risks toward pricing slower economic growth as geopolitical tensions reshape the macro outlook.
Global Macroeconomics
May 2026
Quantitative easing and housing inflation post-COVID
Brookings
Aaron Klein
Research
31 Pages
The Fed’s ownership of $2.7 trillion of agency MBS in 2022 was 32% of the entire $8.5 trillion MBS market. Brookings shows that whilst Fed MBS purchases between 2020 and 2022 successfully lowered mortgage rates, they simultaneously drove home prices higher by stimulating demand.
Global Macroeconomics
April 2019
RA Conversations: The Inverted Yield Curve
Research Affiliates
Campbell Harvey, Jim Masturzo
Video
1 Pages
Research Affiliates explores how an inverted yield curve signals slowing growth while challenging the idea it guarantees a deep recession.
Global Macroeconomics
September 2013
The Impact of Tapering on Risky Assets
Research Affiliates
Jason Hsu
Article
1 Pages
Research Affiliates examines how the Federal Reserve's eventual tapering of quantitative easing could reshape returns across major asset classes.
Global Macroeconomics
April 2013
Kamikaze QE
Cantor Fitzgerald
Peter Cecchini, Alejandro Lorenzo
Research
8 Pages
Cantor Fitzgerald examines how the Bank of Japan's aggressive quantitative easing could ignite a global currency war by reshaping trade balances and asset prices.